A surcharge is an additional percentage-based fee added to a transaction total to offset credit card processing fees. This fee applies only to credit card payments.
Prerequisites
Software: Bartender App version 3.11.8 or higher.
Hardware: Stripe Reader M2.
Connectivity: Functionality is available only when the device is online.
Note: Surcharges must be configured in accordance with your local regulations. Stripe enforces maximum surcharge limits; if your configuration exceeds these limits, the system will automatically default to the Stripe maximum.
1. Setting Up Default Surcharges (Organizer Level)
Note: this functionality is limited to being set up by Billfold Admin Staff only.
Billfold Admin users can set default surcharge values at the Organizer level. These values will automatically apply to all new events created under that Organizer.
1. Log in to the Admin Dashboard.
2. Navigate to the Create/Edit Organizer form.
3. Locate the Credit Card Surcharges section.
4. Enter the percentage rates for specific card networks:
Visa, Mastercard, American Express, Discover, Other
5. Click Save.
Note: Organizers do not have permission to view or edit these surcharge values.
2. Event-Level Configuration & Overrides
To customize or override surcharge settings for a specific event:
1. Open the Create/Edit Event page.
2. Locate the collapsed Processing Fees section.
3. Adjust the individual network percentages as needed.
Additional Display Options:
Bank Card Payment Screen Custom Text: Enter optional text to inform customers about surcharging during the checkout process.
Surcharge Percentage for Calculation in Cart: This field controls the estimated surcharge displayed to the customer in the cart view before the card is dipped/swiped.
Note: The actual charge is always determined by the card network detected during the transaction.
3. Bartender App Behavior
Once configured, the Bartender app automatically handles calculations based on the selected payment method.
Example Calculation:
Configured Rates: Visa (2%), Mastercard (3%), All others (2%).
Order Total: $100.00
Final Totals:
Cash/RFID: $100.00
Visa Transaction: $102.00
Mastercard Transaction: $103.00
4. Reporting & Receipts
Surcharge data is integrated into your post-event reporting and customer receipts.
Updated Reports:
Sales Summary Report: Gross Revenue now includes surcharge amounts. A dedicated Surcharge column has been added.
Revenue Center Summary Report: Gross Revenue includes surcharges. A dedicated Surcharge column has been added.
Expanded Sales Data Report: Total column includes surcharge amounts. A dedicated Surcharge column has been added.
Customer Visibility:
Order/Tab Page: Surcharges appear as a distinct line item.
Payment Transaction Page: Detailed breakdown of the fee.
Email/SMS Receipts: Surcharges are displayed in both the Payment Details and Order Details sections.
Surcharge is displayed on the Order/Tab page and on the Payment Transaction page.
Surcharge is displayed in Payment details and Order details of an email receipt.
