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.
Note: If customer-level surcharge override amounts are also set, the transaction-level amount takes priority over the customer-level settings.
Steps to Disable Surcharge Fees on a Transaction
Create or Edit a Transaction.
Navigate to the PayPack Section.
Go to the "PayPack Data" sub-tab.
Click on the "PayPack Fields" 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.
Steps to Override Amount on a Transaction
To override the global surcharge configuration amount, use the transaction-level setting to apply a different surcharge to a specific transaction than what is set for all other transactions. This is useful for situations that require exceptions to the standard surcharge policy.
The surcharge transaction-level setting can be populated as a flat amount or percentage.