Processing Fee

Payment Settings are configured in iService under Settings > Payment Settings. If you’re unsure about your iService URL, it’s the page that pops up after you click Pay in Lightyear.

 

Settings for Processing Fees are at the bottom of the page.

Configuration Options

You can configure:

1. The fee name
   If you use iService for quoting, this is what customers see on estimates. The Show Cash Price checkbox is useful in certain states for regulatory compliance; it labels the price with processing fee “Card Price” and the non-fee price “Cash Price”.

2. Amount 
   Choose whether it’s a percentage or flat-fee (ex. $3.00), and then the amount. If you choose percentage-based, you have the option to set a minimum and/or maximum.

3. When It Applies
   You can conditionally apply the fee based on card type (credit/debit) or payment method (taps/swipes, manual entry, text-to-pay). If you don’t wish to pass through a processing fee, unselect all of these options.

Writeback

For Service & Parts, one distribution writes back with the full transaction amount (including the processing fee). A Miscellaneous Charge in the DMS moves the portion that’s the processing fee to its own G/L account; see the next Help Article for more details.

Finance Payments writeback receipts with 2 payment methods (one for the balance paid and one for the processing fee). When you start passing through a processing fee, you must configure which payment method it should write back. This setting is near the top of the Payment Settings page:

 

Enter the code of the desired Receipt Type from Lightyear.