Who This Is For / When to Use
Use Processing Charges if you want to:
Pass payment processing or convenience fees to customers
Apply a consistent percentage-based charge across multiple payment sources
Show fees transparently as a separate line item at checkout
What Are Processing (Miscellaneous) Charges
Processing Charges are optional percentage-based fees added to customer payments.
They are:
Calculated on the final payable amount
Displayed as a separate line item
Included in the total charged to the customer
Calculation Formula (Subtotal – Discounts + Taxes) × Processing Charge %
Supported Payment Providers
Processing Charges work differently based on payment provider:
Invoices & Estimates: Supported for all payment providers
Other checkouts (Funnels, Payment Links, Forms, Stores, etc.):
Supported for card-based providers
Not supported for PayPal and Custom Payment Providers
How to Enable Processing Charges
Step 1: Open Processing Charge Settings
Go to Payments → Settings
Select Miscellaneous Charges
Click Processing Charges
Step 2: Configure the Processing Charge
Enable Passing processing charges to customers
Enter a Processing charge name (example: Convenience Fee)
Enter the Percentage charge
The percentage is applied to the total amount due inclusive of tax.
Step 3: Select Where the Charge Applies
Choose one or more checkout sources:
Invoices & Estimates
Funnels
Payment Links
Forms
Surveys
Services
E‑commerce Stores
Click Save to apply the configuration.
How Processing Charges Appear to Customers
Invoices and Estimates
The charge appears after the customer clicks Pay
Shown as a separate line item
Funnels, Payment Links, and Subscriptions
The charge is included in the checkout total
Displayed clearly before payment is completed
Reporting and CSV Exports
Processing Charges are included in:
Transactions CSV
Orders CSV
Each export includes:
Processing charge label
Processing charge amount
Correct allocation without negative values
This enables accurate reconciliation and reporting.
Legal and Compliance Notice
It is your responsibility to comply with local and regional laws related to surcharging or convenience fees. Some jurisdictions may prohibit passing processing fees to customers.
Common Issues and Fixes
Processing charge does not appear at checkout
Confirm the checkout type is selected under Enable for
Verify the payment provider supports processing charges
For PayPal or Custom providers, use Invoices or Estimates only
Charge not applied to older invoices
Processing Charges apply only to invoices created or edited after the feature is enabled
FAQ
Can I set different processing charges for different payment sources?
No. A single processing charge percentage applies to all selected sources.
Does disabling the processing charge affect past payments?
No. Existing invoices, orders, or transactions remain unchanged.
How is the processing charge calculated?
It is calculated using: (Subtotal – Discounts + Taxes) × Processing Charge %
Can customers see the processing charge?
Yes. It appears as a separate line item during checkout and on receipts.
Is the processing charge included in CSV exports?
Yes. Transaction and order exports include the processing charge amount and label.
Are processing charges supported for PayPal?
Only for Invoices and Estimates. Other PayPal checkouts do not support processing charges.