Even more value is available on our TimelyPay terminals with our new surcharge feature!
Our new surcharge feature allows salon owners to pass on card processing fees to their clients for in-salon payments with the TimelyPay terminal. This new feature helps salon owners by enabling them to offset the cost of card processing fees by passing it on to clients. It’s a small additional cost for the client but will add up to big savings over time for the business.
The surcharge feature is now available on both the Timely web app and the mobile app unless you are using an accounting integration such as Xero, MYOB, or Quickbooks. For more information on surcharges and whether the current version will work for you, read the 'Can I use surcharging?' section in our guide: Intro to surcharging and FAQs.
Tip: You’ll need the latest version of the app for this, so if you don’t have automatic updates turned on, head to the App Store to make sure you have the latest version of the Timely app.
In this guide we'll cover:
Turning on surcharging
- Start by logging in to the Timely Mobile App, select the Settings tab, and check that you have a terminal connected under the Terminal section. Next, select Account settings to open your Timely settings.
- Select TimelyPay from the left panel to open your TimelyPay settings.
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Scroll down to the Fees section where you will see the new Surcharge fees setting! Select Edit to expand the section.
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Select the Pass fee through to clients option, followed by the Save button to enable surcharging.
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Success! You can now see that surcharging has been enabled for your In-Salon payments made through your TimelyPay terminal!
Processing a sale with surcharges
Now that you've enabled surcharging on your TimelyPay terminal, a surcharge will automatically be applied to the transaction total you enter in the checkout flow for any terminal payments.
- Simply add your services and products to the sale and the payment screen will show you the total excluding card processing fees (1), as well as what the total will be including card processing fees if the transaction is processed with your TimelyPay terminal (2).
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Once you’re happy with the amount to charge the client, select your terminal to take the payment. This will connect to the terminal which will then beep and light up with the amount ready for the client to tap/swipe/insert their card.
Tip: If you need to adjust the amount for a partial payment, the 'Total including fee' will update to show you what amount the client will be charged.
- Once the sale is complete, you'll be able to see the breakdown of the terminal card processing fee and the overall sales total including the fees.
Refunding a sale with a surcharge in it
In the case where you need to refund a sale that has a surcharge, you will need to follow the usual refund process for a TimelyPay transaction. However, it is important to note that the amount refunded to your client will be the total exclusive of the surcharge amount. This is because the fee has already been used to cover the processing of the original sale.
To find out more on refunding a TimelyPay terminal transaction read our guide on issuing a refund here.