How to Add Credit Card Processing Fees to Payments

Add a credit card processing fee to cover transaction costs when accepting payments by card.

Add Credit Card Processing Fees

Set up a credit card processing fee as a product, then add it to the relevant invoice.

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Select Base Setup → Products.
4. Click Add New.
5. Create or select a category, such as Fees.
6. Enter the fee name (for example, Credit Card Processing Fee), description, and price.
7. Click Save.
8. Open the patient’s invoice.
9. Add the product as an invoice line item before collecting payment.

This fee is manually added to invoices. It is not automatically calculated or applied when a card payment is processed.