Add processing charges or additional fees to payments
Add a processing charge, convenience fee, or other additional fee to customer payments from Payments > Settings > Miscellaneous Charges: enable the Processing Charges toggle, enter the fee percentage, and select the payment sources it applies to. The fee is added automatically at checkout as a distinct line item and is included in the customer's final total.
How the charge is calculated
The processing charge is a percentage of the actual amount processed through the payment provider, calculated as Subtotal - Discounts + Taxes. For e-commerce checkouts, shipping is included: Subtotal - Discounts + Taxes + Shipping.
The fee is rounded to two decimal places before it is added to the total. For help setting up the tax rates that feed this formula, see Add taxes.
Supported payment sources
Processing charges apply to E-commerce Stores, Invoices & Estimates, Funnels, Forms, Surveys, Payment Links, and Services, with these exclusions:
E-commerce upsell products are excluded.
PayPal and Custom Payment Providers are not supported, except for invoices, where the charge works with all payment providers.
Invoice payments made through the mobile app are not supported yet.
Configure the processing charge
Set the charge up once from Payments settings, and it applies automatically at checkout on every selected source.
Log in to your JourneyCARE account.
Open Payments > Settings.
Scroll to Miscellaneous Charges.
Enable the Processing Charges toggle.
Enter a custom label or name for the fee, such as "Convenience Fee" or "Processing Charge". This label appears on the customer's checkout summary and receipt.
Enter the fee percentage, such as 2.5%.
Select the checkboxes for the sources where the charge should apply: Invoices & Estimates, Funnels, E-commerce Stores, Payment Links, Forms, Surveys.
Select one or multiple sources as needed.
Click Save. The processing charge is applied automatically at checkout on the selected sources.
The same fee applies across all selected channels; channel-specific fees are planned but not available yet.
Your organization is responsible for complying with applicable surcharging laws, since surcharging may be prohibited in certain jurisdictions.
How the charge appears
Customers see the processing charge as a distinct line item during checkout, and it is included in the final total shown to the customer. Where it appears depends on the payment source:
E-commerce Stores: the charge displays in the store checkout.
Invoices & Estimates: the charge appears after the customer clicks Pay, and may not show on the invoice preview before checkout.
Funnels, Forms, and Payment Links: the charge shows as part of the total amount.
The charge is also reflected on the customer's payment receipt; see Manage sales receipts for order form, calendar, and invoice payments for how receipt emails are sent.
Track the charges in exports: the Transactions CSV and Orders CSV exports include processing-charge details, including the fee label and amount.
Existing documents are not retroactively affected. Draft invoices show the charge only if they are edited after the feature is enabled. Invoices already sent and orders already placed before you enable the feature remain unchanged, and disabling the feature does not remove charges from existing invoices or orders unless those documents are still editable.
Troubleshooting: the charge does not show on an invoice
If the processing charge doesn't appear on an invoice, check the channel setting first, then where you're looking, then how old the invoice is.
In Payments > Settings > Miscellaneous Charges, confirm Invoices & Estimates is selected, then click Save.
Look after the customer clicks Pay — for invoices, the charge may not appear on the invoice preview before checkout.
If the invoice is an older draft, edit it once after enabling the feature; drafts show the charge only when edited after the feature is enabled.
If the invoice was sent before you enabled the feature, it will not update.
Confirm the customer isn't paying through the mobile app; processing charges don't apply to invoice payments made there yet.
Create a brand-new test invoice, open the invoice link as the customer, click Pay, and confirm the processing-charge line item appears in the checkout total.
To refund a payment that included a processing charge, see Issue refunds from Payments.