Identify Buyers Impacted by Your Surcharge Settings

Before enabling or updating surcharge settings in Maxio Payments, you can export a report identifying which buyers will be affected based on their current payment methods. Use this report to reach out to customers proactively before surcharging goes into effect.

How it works

The Surcharge-Impacted Customers export returns a CSV of buyers who currently have surcharging enabled and hold a credit card (or a credit-funded Apple Pay) Payment Profile with a billing address in a state or territory where surcharging is generally supported. These are the customers most likely to be impacted when surcharging is enabled. This is a general eligibility check, not a check against your specific per-state surcharge settings, so a customer can appear on the report even in a state where you haven't turned surcharging on. A customer whose own surcharging preference has already been turned off doesn't appear in the report, since they won't be surcharged regardless of their payment method.

Generate the surcharge impact report

The export runs in the background. Once it completes, the CSV becomes available to download from your Exports (or Downloads) list.

To identify which buyers will be impacted by your planned surcharge settings

1. Go to the Customer List in Advanced Billing.
2. Open the Export menu.
3. Select Surcharge-Impacted Customers.
4. Once the export finishes, open it from your Exports (or Downloads) list and download the CSV file.
5. Review the buyer details to see who will be impacted.

About the CSV output

Each row in the CSV includes the buyer's ID, name, organization, email address, billing country, billing state, and whether they have an active subscription (Y or N). The organization column is blank for buyers who don't have an organization on file.

The report includes buyers who meet all of the following criteria:

• Currently have surcharging enabled for their account
• Have a credit card (or credit-funded Apple Pay) Payment Profile that isn't disabled
• Have a billing address in a state or territory where surcharging is generally supported (not necessarily one where you've turned it on)

Buyers with multiple qualifying Payment Profiles are included once. Buyers with no email address on file are excluded from the report entirely, since the export can't build a row without one.

Related information

For an overview of how surcharging works, see Understand Credit Card Surcharging.

For steps to turn surcharging on for the first time, see Enable Credit Card Surcharging in Maxio Payments.

To exempt a specific buyer from surcharging after identifying them here, see Manage Surcharging Preferences per Customer.