How do I add a surcharge to a sale?

[Tammyfalcon]

This post has been edited by a moderator. Learn more about Square's fees in our Support Center.

How do I add the fee to the customers bill?

[ObscenicAtelier]

Hi,

I need to add a surtax to items sold online that will ship to specific counties in Florida. In addition to the state sales tax. 

[ObscenicAtelier]

Does the automatic tax calculator include these surtaxes?

[nika]

Hey @ObscenicAtelier. Check out this thread I moved your post to. Some sellers above share how they've set this up. Just make sure your state allows for these surcharges first!

[Derek1]

Square needs to add an option to pass card payments to customers. It is behind the times. Most other pos providers have this feature.

[Anthem]

I assume you mean the fees associated with credit card payments? Or, are referring to a different feature?

[hado2you]

I added a surcharge under my tax category for the credit card fee. I was noticing a discrepancy on my "Taxes" link on Square (Click reports and then "taxes").  At the top of the page, there is one amount under "Taxable Item Sales", and then in the other area with "Taxable Item Sales", there is a different amount.  I called Square to figure out why since I don't want issues with paying the wrong amount in sales tax.  She couldn't figure it out, but I just did, and I'm concerned.  This discrepancy will happen when you have a reseller paying with a credit card and you remove the tax on their items, but leave the surcharge for the credit card use.  Because my surcharge is listed under the tax category on Square. Square will add the total amount under the Taxable Item sales, and will not put it under the non-taxable sales, even though no tax was charged (just the credit card fee).  So, I have been paying sales tax on items that resellers were purchasing if they were using a credit card to pay for them.  

For those charging the credit card fee, and you put it in as an added tax, may want to take a look at this.  

[isabelle · Accepted solution]

Good news! We launched a 'Service Charge' feature in the US! Check out more information here. 

[mfjcreative]

I don't see a way to add this to my square app for in-person sales. I was able to add it on the site, but it's not showing on the app.

[Kassi_]

Welcome to the Community, @mfjcreative - 

When you're adding a surcharge for your in person transactions, you will set them up as a "Service Charge". Use this Support Article to get it set up. 

Give that a look and let me know if you have any questions. I am happy to circle back, if needed. 

[buffaloharborcr]

I saw that as a new feature and will check it out.  My issue is as a Sightseeing boat the Admin/Service fee is only added to food options.  But then we want an Admin/Service fee to ALSO be charged the whole invoice when paying for a card.  Is there a possibility of this?

[Arie]

Hi @buffaloharborcr,

Service charges can't be applied to Square Invoices at the moment, but you could consider creating an item to account for your admin fee when sending out invoices. Please let us know if this could be a workaround for your business! 

[AtticsofMyLife]

We are a retail store with also a custom furniture side. Im in Delaware (tax free) and wondering

how to add amount on custom work. when amount is high in retail store and/or custom build. id rather throw the cc charges back to customer. I saw the tax add in this thread. but wondering how that works when state is tax free?

[Kassi_]

Hey there, @AtticsofMyLife - 

You can create one of those taxes to add a charge you wish. I know it shows as a tax, but other sellers have used it creating a type of surcharge. 

Please let me know if you have any other questions.

[BBRImports]

ive tried this, but when i click SERVICE CHARGES, it takes me back to my summary screen. kinda lost here.

thanks

[kenzie6488]

Does this work on my website? I don’t do sales in person, only from my online website.

[Arie]

Hey @kenzie6488,

Thanks for writing back into the community 👋

At this time, this can't be added to Square Online. We'll pass this feedback on to the team for consideration! 

In the meantime, you could adjust your prices on your site to factor in fees. 

[ICantori]

Wouldn’t I then need to have 2 prices for each of my items, since the percentage taken is more for online purchases than in person sales?

My organization sells tickets for events, and although most of our sales are online, there are some in person sales at the box office, too. Other sites are making it much easier to pass fees along to our customers, and we likely won’t do as much business with you until this feature is available.

[sayra]

Hello, @ICantori. 

We appreciate your feedback and understanding if our platform is not suitable for your business at this time. Take a look at more details related to Square and surcharge rules here. In your case you would need two different rates for the same item as the processing fee will vary. 

Feel free to request this feature in our Ideate board here. Our product teams have greater visibility on these boards and would love to hear how this feature can help grow your business. 

Have a good day! 

[BalletRI]

Did you end up finding another site that you are using for event tickets that allows you to easily set up fees?  Let me know. I am looking for the same thing.  Not finding that I can do it with square.

[Anthem]

Did this go through beta testing first? Great feature, I wonder if there is more coming or sit it wasn’t fully thought out before implementing. Don’t get me wrong, I’m all for iterative development and don’t think perfect is a thing before launch. shoot for that and we’ll never get new things. 

For instance franchise or multi-location brands don’t always have the ability to adjust pricing to accommodate thuggery costs. But, they can add service fees. Menu pricing isn’t always the first place to go for solutions. 

Thanks for the update and what appears to be a strong step in a good direction. Looking forward to what comes next. 

[CafeRico]

Thanks for the update. I'm having trouble applying the service charge. I created the charge, updated the app on all my devices and cannot find the service charge on my item list. Is there something else i need to turn on or activate?

thanks