Surcharges

There are business use cases where you may want to charge a transaction convenience fee or surcharge fee.

When enabled, the fee can be applied across any PayPack charge on the customer, quote, sales order, invoice, or invoice group. The fee can be configured to apply globally or specifically to a transaction.

On successful charge, a separate NetSuite invoice transaction is created with a new line item to track the surcharge without impacting the original transaction details.

Settings

Flat Amount Surcharge – Enter a static value (i.e. 5 for $5)
% Amount Surcharge – Enter a static value (i.e. 3 for 3%)
Surcharge Form Label – This form label only appears on the payment link page. Typical labels are Surcharge or Convenience Fee.
Surcharge Item – Recommend setting up a non-inventory or payment item to collect surcharge totals.
Surcharge Invoice Mappings – When needing to populate required fields on an invoice transaction, enter metadata in JSON format to satisfy the requirement.
Enable Card Only – In certain scenarios, a fee may be applied to only the card payment method and not others such as ACH Direct Debit or Cash App.

00:00

01:07

Sample JSON data for Invoice Mapping

1{
2  "mapping": {
3    "fields": [
4      {
5        "generate": "otherrefnum",
6        "lookupName": "otherrefnumlookup"
7      },
8      {
9        "generate": "subsidiary",
10        "initializationDefaultValue": true,
11        "lookupName": "subsidairylookup"
12      },
13      {
14        "generate": "memo",
15        "lookupName": "subsidairylookup"
16      },
17      {
18        "generate": "shipmethod",
19        "hardCodedValue": "",
20        "fieldType": "text",
21        "discardIfEmpty": false
22      },
23      {
24        "generate": "shippingcost",
25        "hardCodedValue": 0,
26        "fieldType": "",
27        "discardIfEmpty": false
28      },
29      {
30        "generate": "taxcode",
31        "extract": "",
32        "hardCodedValue": -7
33      },
34     {
35        "generate": "shippingtax1rate",
36        "extract": "",
37        "hardCodedValue": 0
38      }
39    ],
40    "sublist": {
41      "item": [
42        {
43          "generate": "location",
44          "extract": "",
45          "hardCodedValue": 2
46        },
47        {
48          "generate": "taxcode",
49          "extract": "",
50          "hardCodedValue": -7
51        },
52        {
53          "generate": "shippingrate",
54          "extract": "",
55          "hardCodedValue": 0
56        }
57      ]
58    }
59  },
60  "lookups": {
61    "otherrefnumlookup": {
62      "resultFieldId": "tranid",
63      "recordType": "parent"
64    },
65    "subsidairylookup": {
66      "resultFieldId": "subsidiary",
67      "recordType": "parent"
68    }
69  }
70}

Transaction-Level Settings

Apply or remove surcharges for individual transactions (i.e. Sales Orders, Invoices, Invoice Groups, and Quotes).

If you wish to exclude a specific transaction from surcharges, this can be easily done with a single drop-down option in your transaction record.

Steps to Disable Surcharge Fees on a Transaction:

Create or Edit a Transaction.
Navigate to the PayPack Section.
Go to the "novamodule" sub-tab.
Click on the "PayPack" section.
Set the “Allow Surcharge” option.
- Set to Inherited or Disabled. A blank field will be the same behavior as Inherited.
- To remove the surcharge for the given transaction, select the Disabled from the dropdown.
Click the "Save" button to apply the changes.

Default Behavior:
- For all newly created transactions, the “Allow Surcharge” option will be set to "Inherited" by default.

For existing transactions already present in NetSuite, this option will initially be empty. This means it will check if the surcharge is enabled in the PayPack Configuration.
- If Surcharge is enabled, the surcharge will be displayed.
- If Surcharge is disabled, only the transaction total will be shown on the payment link.
Effect on Stripe Payment Link:
- Once disabled, the Stripe Payment link for that particular transaction will not display any surcharge.
- You can dynamically change the option later to "Inherited," which will make the surcharge reappear on the payment link.

SurchargesUpdated 2 months ago

Settings

Sample JSON data for Invoice Mapping

Transaction-Level Settings