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Transaction fee or convenience fee on payments #166

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opened 2025-02-13 08:21:03 +00:00 by gtmadev · 0 comments
gtmadev commented 2025-02-13 08:21:03 +00:00
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Created by: Mark Sauer

Ability to automatically add a convenience fee or transaction fee to payments.

Review Notes:

  • How to handle the fee portion of the charge.

  • Adding a line item to the invoice
    This could actually be a little complicated with QB Desktop Sync as we will have to modify the underlying invoice XML and have it sync to the QB company file. If someone happens to manually sync a payment BEFORE the invoice has been updated in QuickBooks, it will result in an unused payment amount. Once the invoice does sync, someone would need to apply the unused portion. This could result in confusion.

This is however the most logical way to present the charge to a customer.
One way to deal with this could be to build a flag into the Payment Record that would cause the sync app to refresh the invoice data as needed at the time the payment is about to be applied. It would be an extra step but would ensure the invoice is definitely up to date.

*Created by: Mark Sauer* Ability to automatically add a convenience fee or transaction fee to payments. **Review Notes**: * How to handle the fee portion of the charge. * Adding a line item to the invoice This could actually be a little complicated with QB Desktop Sync as we will have to modify the underlying invoice XML and have it sync to the QB company file. If someone happens to manually sync a payment BEFORE the invoice has been updated in QuickBooks, it will result in an unused payment amount. Once the invoice does sync, someone would need to apply the unused portion. This could result in confusion. This is however the most logical way to present the charge to a customer. One way to deal with this could be to build a flag into the Payment Record that would cause the sync app to refresh the invoice data as needed at the time the payment is about to be applied. It would be an extra step but would ensure the invoice is definitely up to date.
gtmadev added this to the GoToMyAccounts project 2025-10-27 07:56:20 +00:00
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Reference: gotomyaccounts/Portal_Web_App#166
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