Brendan Chard
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Many thanks for your comments and feedback in this thread - it was super helpful for us in analysis and design of the feature.
I'm happy to announce that we're working on adding donations to compensate payment processing fees. This feature will be released later this year.Some design decisions I wanted to speak out explicitly:
1. We decided to proceed with optional donations to compensate credit card processing fees as opposed to surcharges/convenience fee.
Main reasons for this is that there are too many regulations around mandatory charges to compensate fees: it's illegal in some countries/states, there are caps on how much you could charge, etc. To avoid all of this legal complications we decided to suggest members to opt-in to compensate processing fees, as opposed to make them obligatory.
All these transactions will be recorded as donations in WA and can be later used for tax deduction.2. You…
Brendan Chard
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I've found an elegant solution to this for our membership invoices based on a combination of the comments below and the existing "tax" functionality in Wild Apricot Personify.
First, on the common fields in contacts, create a radio button option where you can set a member's payment preference. In ours, the two choices are "Pay by Check" and "Pay By Credit Card and Pay 3% Service Fee". I've opted to make this an administrative only field, since we generally manage this for our members. But it could just as easily be required a field set by members themselves.
Next, under Finances -> Taxes. Make a tax called "Credit Card Fee" and set it to whatever percent you want. We use 3%.
After that, create an override rule further down the Taxes screen to apply the "Credit Card Fee" tax when a common field is set to "Pay By Credit Card and Pay 3% Service Fee."
Finally, at the bottom of the screen, choose when this tax applies. For us, we are applying it to Membership Invoices.
When finished the system will now apply the 3% credit card fee (tax) to membership invoices that are created when the contact has the "Pay By Credit Card and Pay 3% Service Fee" option checked on their contact profile.
This doesn't cover all scenarios mentioned in the comments below. Certainly having a system-wide checkbox to "Pass X% credit card fee to payor" would be awesome. But, This at least solved our problem with adding the fee to member invoices when they pay by credit card.