Misc. Fee Setup & Workflow

When you pass a processing fee through to customers, you’ll use a Miscellaneous Fee in the DMS to:

• Itemize the fee on Service & Part receipts

• Record a debit, capturing why the additional funds were collected

• Add an accounting line steering this portion of the payment to the desired G/L account

Setup

Processing Fees are unique in that they apply on top of all other fees & taxes. The code below will force it to do that – just replace “3.0” with the percentage you wish to pass through to customers. Do not put a percent sign ( % ) at the end.

pick(SL.slRO.CPTotal<>0 & lst(lvList,%line,SL.slROJobs.JobNum) = 1, 0,sl.slRO.CPTotal-fvMiscEntryTable(nam(mcMiscEntry.LaborEffect),pLine)-fvMiscEntryTable(nam(mcMiscEntry.PartsEffect),pLine)) / 100 * 3.0

This code overrides the default amount field.

Then, copy/paste the code into the Evaluation field of your Miscellaneous Fee:

 

Workflow

To add the Misc. Fee to Repair Orders & Counter Tickets, there are a few strategies:

1. Add it manually after payment
   The cashier adds it after they take a credit card payment. They can do so from the Totals window and the Counter Ticket window.

2. Automatically add when ROs & Counter Tickets are created
   This requires cashiers to remove it when the customer pays with a method not subject to the processing fee. Some additional setup is required:

   1. On the Misc. Charge, pick Yes for Load for every RO & CT

   2. Under your Payments Settings, there’s a setting that ensures you’re not double-charging the processing fee. Enter the code for this Misc. Charge here: