POS: Payment Surcharge - Exempt Surcharge

POS: Payment Surcharge - Exempt Surcharge



Enabling Surcharge

Navigation: Log in to BO for your Store then select Settings > Payments > Payment Settings.

  1. On the Payment Settings page, enable the Payment Surcharge toggle by setting it to YES.


  2. Navigate to the Settings > Payments > Payment Methods page. With the Payment Surcharge toggle enabled: when creating a new Payment Method (or updating an existing one), the Exempt Surcharge toggle will appear.







Exempt Surcharge Conditions for Different Payments

  1. For Gift Card, GiveX, HA payment, and Membership payment types - the Exempt Surcharge toggle will be enabled, and the field will be grayed out.
  2. For the remaining payment types: the toggle will be disabled by default but you can Enable if needed.
  3. Note: If the Exempt Surcharge toggle is disabled. System works as existing flow.


Implementation in POS

  • If the Exempt Surcharge toggle is enabled, the surcharge should not be applied during redemption when the user makes a payment in POS
  • If the toggle is disabled, the system will work as-is when redemption is made


Sample Calculation

  • Example: The Exempt Surcharge toggle is disabled:

Surcharge is set to 10% in BO

$1

Subtotal

$10

Tax

$1

Total

$11

Credit Card

$11 + 1 = $12

Cash

$11 - 1 = $10

 

  • Example: The Exempt Surcharge toggle is enabled:

Surcharge is set to 10% in BO

$1

Subtotal

$10

Tax

$1

Total

$11

Credit Card

$11

Cash

$11