Convenience Fees

What is a Convenience Fee

You can charge a convenience fee on your invoices with Detail Bookie.

A percentage fee will be calculated for the entire amount charged on the invoice, excluding sales tax.  For example:

Legal Considerations

Credit and debit card convenience fee rules may vary by state, regulatory body, or card network rules.

Detail Bookie provides the mechanism to add this charge to your invoice, but can not be responsible for your choice to use, or not use, the convenience fee feature, and what percentage to charge.

Please touch base with a tax professional or your local government for further guidance on whether convenience fees are permitted in your area, when you are allowed to charge them, and how much you can charge.

Tax Considerations

Generally, convenience fees are considered taxable income. We calculate the convenience fee before sales tax.  Therefore, sales taxes are not charged the convenience fee.

You may wish to consider this when setting the percentage rate for your convenience fee. Please touch base with a tax professional for further guidance.

Set Up Automatic Convenience Fees

Configuring convenience fees is easy with Detail Bookie!

1. From your back office main menu, visit Setup > Company Profile
2. Find the Convenience Fee setting in the financial section
3. Enter your convenience fee as a percentage
4. Click the Save Profile button

Disable Automatic Convenience Fees

1. From your back office main menu, visit Setup > Company Profile
2. Find the Convenience Fee setting in the financial section
3. Enter 0.00as your convenience fee percentage
4. Click the Save Profile button

Overriding Convenience Fees for an Invoice

Click the Line Item Edit Button to view the edit form for the Convenience Fee line item.

Enter any amount you wish to charge as a convenience fee.

Enter 0 to waive the convenience fee

Use the Delete Invoice Line button to reset the custom convenience fee back to the auto-calculated fee.