Where You Can Waive Credit Card Fees
I. When Creating a New Storage Account
During account creation, you'll see an option to waive the credit card fee for that specific customer.
Note: This option only appears if the warehouse has credit card fees enabled.
If selected, the customer will never be charged credit card fees - even if the warehouse normally applies them.
II. When Manually Taking a Payment
At payment time, you can waive the credit card fee for a specific transaction without changing the account’s default setting.
III. On the Storage Account Settings
After a storage account is created, you can update the waiver setting at any time:
Go to the Customer Info tab.
Toggle the Waive Credit Card Fees setting on or off to apply the change to all future recurring charges.
💡 This setting controls whether fees apply to all credit card payments (both automatic and manual), unless waived manually per transaction.
Storage Account Example
Scenario | Result |
Fee enabled for warehouse | Fees apply unless waived manually |
Waived at account creation | Customer never charged fees |
Manually waived on a payment | That one transaction has no fee |
Waiver toggled on Customer Info tab | Applies to future charges only |
Document Tokens for Storage Credit Card Fees
You can display estimated or actual credit card fees on documents using tokens. These are useful for quoting charges, customizing invoices, or breaking down costs for your customers.
You can insert these tokens into storage invoices or templates via:
Settings > Forms & Documents > Document Library or click here to go directly to the page.
Token Name | What It Shows | Document Type Where Token Can Be Used |
Credit Card Fee Label For Storage | The name of the fee (e.g., “Processing Fee”) | Storage Invoice, Opportunity or Job Document |
Estimated Credit Card Fee for Storage Invoice | Estimated fee for recurring charges (not yet billed) | Storage Invoice |
Actual Credit Card Fee For Storage Invoice | The actual fee charged to the customer | Storage Invoice |
Estimated Credit Card Fee For Recurring Storage Charges | Estimated future recurring fee (used in estimates) | Opportunity or Job Document |
💡 Tip: Use these tokens in tables within your invoice or estimate templates to clearly show credit card fees to your customers.
🔎 Note: Estimated fees show what would be charged if a customer paid by card. Actual fees only appear after a card is used.
Storage Invoice Document
Opportunity or Job Document
Where Credit Card Fees Appear
Invoices:
A “Credit Card Fee” column will show the charged amount on storage invoices once a card payment is processed.Payments & Credits Table (on the storage account):
Displays the credit card fee amount applied to each payment.
Additional Notes
If a payment is made before an invoice is created, the fee will appear in Unbilled Charges until it's added to an invoice.
Multiple payments on a single invoice may apply multiple fees; a tooltip helps flag this to avoid confusion.