Surcharges

CheckoutChamp offers basic surcharge calculations. Investigate our integration with InterPayments for advanced credit card surcharge situations.

Surcharge is calculated on all products. There is no option to make a surcharge specific to a product or group of products.

• Surcharges

• API

• Reports

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Surcharges

Surcharges are calculated on Sale and Authorize transactions. Surcharges are calculated on all payment types, subject to the Pay Source condition below. This means surcharge is calculated on cards, PayPal, alternate payment methods, Apple Pay, Google Pay, and all others, unless specifically restricted.

To create a surcharge for a campaign, navigate to CRM → Campaigns, edit a campaign, and select the Surcharge section.

Give the surcharge a Name. This name is how the surcharge is shown to customers.

Choose Country (or Zone), State (Always ALL when a Zone is selected)

Optionally enter a Pay Source. This is to apply the surcharge to credit card, ACH, prepaid, or COD orders only.

Choose to calculate as a Flat Price or Percent.

• Flat Price is per transaction, not per order. If a Flat Price surcharge applies to upsales then it is calculated on each upsell. If an order has 3 products and each product is a separate transaction, then a Flat Price surcharge is added to each transaction.

Choose to calculate surcharge on shipping, tax, upsells, and rebills.

Region/Country is determined on an order by the shipping address. Non-shippable products will use the billing address if a shipping address is not provided.

API

Surcharge can be calculated and returned on the Order Sales Tax API endpoint

https://apidocs.konnektive.com/#64fd1132-fd0e-4dd9-b985-6cd6f1ecdae9

This API returns the total calculated tax based on campaign, products, and shipping address. Pass the parameter getSurchargePrice=1 to also return the calculated surcharge. The surcharge will be returned even when no tax is calculated.

The Query Campaign API endpoint returns surcharge configuration

https://apidocs.konnektive.com/#d9d7f698-773e-4e65-94f3-744d85f36c51

Reports

CRM > Reports > Customers > Order Summary

The Sales Total, Upsell Total, and Net Revenue columns include surcharge. A Surcharge column is included on the report.

CRM > Reports > Payments > Transaction Summary

The Sales Amt, Rebill Amt, Gross Revenue, and Net Revenue columns include surcharge. A Surcharge column is included on the report.

Others

All other reports include surcharge in the report totals (Revenue Summary, Affiliates, Projected Billing, Retention, etc.).