Adding fees to the Payment Option

Daftra software allows you, when defining a new payment method in the account, to assign fees to it and to add a tax to those fees as well. This ensures that these fees, with or without tax, are collected every time a client makes a purchase using this payment method.

Steps to add fees to a Payment Method

1. Click on “Settings” from the main menu.
2. Click on “Payment Methods“.
3. Under the payment method settings, click on the “Calculate” button under the “Payment Fees“.
4. Select the fee calculation type from “Percentage” or “Fixed Amount“.

• • If you select the “Percentage” method:
    • Add the “Percentage” of the expenses from the total invoice value,
    • Determine the “Minimum Amount” of fees for the payment method.
    • Add a “Tax Type” on the payment method fee.
      • Note: Adding taxes to payment fees directly affects tax reports.

• • If you select the “Fixed Amount” method:
    • Add the “Amount” calculated as an expense for the payment method.
    • Add a “Tax” on the payment method fee.
      • Note: Adding taxes to payment fees directly affects tax reports.

5. Click on “Save” at the bottom of the screen.