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

1. Create or Edit a Transaction.
2. Navigate to the PayPack Section.
3. Go to the "PayPack Data" sub-tab.
4. Click on the "PayPack Fields" section.
5. 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.
6. 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.