Currently, Shop Manager does not have a designated area to input credit card fees, but there are two options you may choose to implement to help reflect any credit card fees to the customer and within reporting. 


Method 1: Hazmat/fees field

  • Navigate to the repair/work order
  • Use the "Hazmat and Fees" field
  • Call it "CC Fee" (or something understandable), and enter a quantity of 1. 
  • Manually enter the dollar amount for the fee
  • Push the add "+" button to include the fee on the invoice.

Note: At the end of the month, you could tally your credit card fees, but you'd need to name them the same every time. 


Method 2: Canned Job

  • Navigate to the repair/work order
  • Click on (+ Service)
  • Search for CC Fee and click on the (+ Service) for the resulting match
    • It should add a service called CC Fee, as well as adding a "CC Fee" within the Hazmats and Fees lines.
  • Within the Hazmats and Fees lines, locate the CC Fee and update the quantity to be the same for the "Grand Total" listed on the RO/WO. 
    • We are limited to "cents" in the field (which is essentially a percent), so we can't charge the exact amount for the fee, which is why we use the "quantity" field

Note:  Some may prefer the canned job method for consistency and the ability to assign it to a category etc.