Manage surcharging preferences for individual customers or across multiple accounts at once directly from the Customer Detail page or the Customer List. Surcharging is enabled by default for all customers, but you can override this at any time for specific accounts.
How it works
- Default state: Surcharging is automatically enabled for all new and existing customers unless an explicit override is set.
- Individual overrides: You can visit a specific customer's detail page to change their surcharging status. A subscription's summary page also shows the customer's current surcharging status, with a Change link that takes you to the same customer detail page.
- Bulk management: From your customer list, you can select multiple customers and use the bulk edit tool to update their surcharging status simultaneously, up to 500 customers per bulk update.
These options only appear once surcharging is enabled for your account.
Update surcharging for an individual customer
Override a single customer's surcharging status from their own customer record.
To update an individual customer
- Navigate to the Customer Detail page.
- Locate the Surcharging field and select your preferred option (On or Off).
- Save your changes.
Update surcharging for multiple customers
Update surcharging status for up to 500 customers at once from the customer list.
To update customers in bulk
- Go to the Customer List.
- Select the checkboxes for the customers you wish to update.
- Open the Bulk Edit toolbar.
- Select the option to enable or disable surcharging and apply the change.
For an overview of how surcharging works, see Understand Credit Card Surcharging.
To find which of your customers will be affected by surcharging before you change their preferences, see Identify Buyers Impacted by Your Surcharge Settings.
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