Invoices and Payments

Setting Up Convenience Fees

0.6 min read

| September 11, 2025

A convenience fee is a charge passed to your customer for offering the convenience of electronic payments. 

Third-party logistics (3PL) providers have the flexibility to configure the:

  • Amount and type of convenience fees
  • Option to enable or disable per customer 

Configuring Amount and Type of Convenience Fees

  1. Go to Settings > General Settings.  
  2. In the Convenience Fees section, click Edit.
  3. Choose the payment types for which you want to charge convenience fees. You may select both.

    Rules and Laws

    Prior to implementing a convenience fee, ensure compliance with all relevant card brand rules and applicable laws. 

     
  4.  Set the fee amount for each payment type, adhering to the limits below: 
  • Credit Card payments - maximum of 4%
  • eCheck (ACH) payments - maximum of 2% or $100, whichever is lower. 
  1. Click Save to apply the changes. 

Enabling or Disabling per Customer

  1. Go to Customers.  
  2. Select a customer from the list. Then, click Edit.  
  3. Go to Settings > Payment Settings > Convenience Fees
  4. Enable or disable per payment type.  
  5. Click Save to apply changes.   

     
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