You can set up a credit card surcharge in Dispatch Anywhere as a payment method with an associated service, so it's automatically added as a line item whenever that payment method is used on a call.
What you'll need
Access to your Dispatch Anywhere Settings page
Permission to edit Dictionaries / Payment Methods
Steps
Step 1: Go to Payment Methods
Log into your Dispatch Anywhere Settings Page, then go to Dictionaries → Payment Methods.
Step 2: Choose or create a payment method
Use an existing payment method, or create a new one by entering the payment method name and clicking the + sign to add it.
Step 3: Enter the surcharge amount
Enter the surcharge as either a percentage or a flat dollar amount.
Step 4: Select the corresponding service
Choose the service that should be added to the call on the take payment screen when this payment method is used.
What happens next
Once configured, the selected service is added automatically to the call whenever the surcharge payment method is used, appearing as a new line item on that call.
Frequently Asked Questions
Can I set the surcharge as a flat fee instead of a percentage?
Yes. When entering the surcharge amount in Step 3, you can choose either a percentage or a flat dollar amount.
Does the surcharge get added automatically to a call?
Yes. Once the payment method and its corresponding service are set up, the service is added automatically as a new line item whenever that payment method is used on a call.
Can I use an existing payment method instead of creating a new one?
Yes. In Step 2, you can select an existing payment method rather than creating a new one.
Where do I configure this?
In your Dispatch Anywhere Settings page, under Dictionaries → Payment Methods.
Related Articles
Managing Payment Methods
Setting Up Services and Pricing
Taking Payment on a Call