Help Center

TABLE OF CONTENTS

• General Rules and Regulations
• Setting a Credit Card Surcharge
• Setting a Cash Discounting

A surcharge is an extra fee that a business or merchant adds to the price of a purchase when payment is made using a credit card instead of cash. 

A Cash discount is an incentive provided to the customers of getting a discount off the menu item for using cash as a payment option.  This is typically performed by increasing the menu prices to include the surcharge upcharge and cash payments would provide a discount back to the standard menu price.

General Rules and Regulations

• Clear disclosure of fees before the transaction
  • Signs must be posted at the cash register or points of acceptance. 
  • Must clearly state that a fee of X% will be added to any payment made with a credit card at the time of the sale.
• Surcharges must be listed on receipts.
  • The Surcharge must also be disclosed on the receipt for a purchase or transaction.
  • The surcharge must be clear on all receipts to comply with surcharging rules for the card brands.
• Surcharges cannot exceed the cost merchants are charged
  • The surcharge merchants pass on to consumers cannot exceed what credit card processors charge the merchants.
• When implementing Cash Discounts. It will be crucial to update the menu prices to have the upcharged value first.
  • Please use the following documentation to update your menu pricing: Building Your Menu
  • Example:
    • Bottled water $1.00
    • Cash Discount 4%
    • The menu price for Bottled water will need to be set as $1.04.
      • When Credit Card is used, the customer will be charged $1.04+tax
      • When Cash is used, the customer will be charged $1.00+tax.

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Setting a Credit Card Surcharge

1. Click on Surcharge from the REWARDS & PAYMENTS section
2. Click on the Blue Pencil Icon on the store you wish to add a surcharge to.
3. Toggle the Credit Card Surcharge Option on to display the Surcharging settings.
4. Enter in the following:
   1. Credit Card Processing Name
      1. Please note that the name entered here will reflect on the receipt as the surcharge.
         1. Example: "3% Credit card fee" will display on the receipt as "3% Credit card fee" and the amount of the surcharge for the customer to consider.
   2. Surcharge Percentage
      1. This should be entered in a whole number and not a decimal
         1. Example:
            1. 3.5 Correct
               
            2. .035 Incorrect
5. Click Save

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Setting a Cash Discounting

1. Click on Surcharge from the REWARDS & PAYMENTS section
2. Click on the Blue Pencil Icon on the store you wish to add a surcharge to.
3. Toggle the option for Cash Discount option to enable the settings for Cash Discounting.
4. Enter in the following:
   1. Cash Discount Name
      1. Please note that the name entered here will reflect on the receipt as the Cash Discount.
         1. Example: "3% Cash Discount" will display on the receipt as "3% Cash Discount" and the amount of the Discount for the customer to consider.
   2. Discount Percentage
      1. This should be entered in a whole number and not a decimal
         1. Example:
            1. 3.5 Correct
               
            2. .035 Incorrect
5. Click Save

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Additional Resources and Help!

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