You must have Financial Admin - Full access to apply a transaction fee automatically.
NOTE: Some organizations might not have this functionality.
Laws that govern this functionality differ from state to state. Learn more about credit or debit card surcharge state statutes.
To automatically apply the ACH or Credit Card transaction fee and/or the percentage per transaction fee to each account during the monthly billing, follow the steps below:
Click Business Tools > Billing Manager from the left navigation menu.
From the upper right-hand corner, click Billing Setup.
Click the General Settings tab.
Under the Electronic Payment Transaction Organization's Management Fee section, check the box(es) for Credit Card Transaction Fee, Percent Per Transaction Fee, and the ACH Transaction Fee and Percent Per Transaction Fee.
Enter the flat fee, percentage fee, and the charge category.
Click Save General Settings.