How to Set Convenience Fees

Convenience fees in ACE are additional fees that can be applied to an invoice when a specific type of tender is used. This feature is commonly used for credit card processing fees.

Step-by-Step Guide

1. Go to Defaults > Sales > Tender Type.

2. Click on the Convenience Fee Setup button, if this is the first time setting up Convenience Fees you will be prompted to accept a disclaimer.

3. Select the type of fee you would like to use
   Flat Fee: Same amount is charged whenever convenience fee is applied.
   Percentage Fee: A percentage of the total post tax is charged whenever convenience fee is applied.
   You can also choose to apply a convenience fee if the sales total is less than or equal to a specified amount. Press accept when finished.

4. On the Tender Type screen check the box in the Convenience Fee column for any tender that will have the convenience fee applied. Note that any tenders with a grey box cannot be checked off.

5. The convenience fee will be automatically applied when an applicable tender type is selected.

Generating Convenience Fee Reports

1. Go to Reports > Reports

2. Expand the Financial reports category Select either Transaction Summary, or Transaction Summary with Detail report.

3. Select the date range, as well as any additional options that you may require, and then view the report.