Print Reach Pay Processing Fee/Surcharge Follow

As part of the Printer’s Plan 2022 update, when processing a payment via Print Reach Pay, you now have the option to include a Processing Fee (Surcharge). 

To use this feature you will need a Print Reach Pay merchant account. For information about obtaining this account please visit the following link: https://printreach.com/printersplan-printreachpay or contact us at (888) 581-3100.

Section 1: Enable the Processing Fee/Surcharge

To enable a Processing Fee/Surcharge, navigate to the Settings section of Printer’s Plan and open the Print Reach Pay folder. In this folder select Payment Processing to open the Payment Processing Settings window. In this window there is a Surcharge Settings section with the following fields:

1. Enable Credit Card Surcharge: Check this option to enable a surcharge/processing fee on credit card transactions. 
2. Enable ACH Surcharge: Check this option to enable a surcharge/processing fee on ACH transactions.
3. Surcharge Name: Enter the name of the surcharge. This name is printed on the payment receipt and is a field that can be populated on the email receipt template.
4. Surcharge Rate: The processing fee/surcharge can either be a percentage of the payment amount or a flat fee.
   • To calculate the surcharge as a percentage, enter the percentage amount and select the % option. 
   • To calculate the surcharge as a flat fee, enter the fee amount and select the $ option.

In some jurisdictions charging processing fees to your customers is prohibited by law. It is your responsibility to act in accordance with applicable laws.

Section 2: Processing a Payment with a Processing Fee/Surcharge

If you are entering a Deposit or Quick Sale payment, enter the payment amount being applied to the invoice in the Tendered field and click the Process Credit Card button:

If you are entering an A/R payment, select the invoice(s) being paid and click the Process Credit Card button.

This will open the Authorize Payment window:

The Authorize Payment window has the following fields related to the surcharge/processing fee:

1. Payment Amount: This is the amount of the payment that is being applied to the invoice(s).
2. Surcharge Option: This option can enable/disable the surcharge amount for the payment. If the surcharge option is not enabled in the Settings (as outlined in the first section of this guide), the Surcharge Amount will always be equal to zero.
3. Surcharge Amount: The amount of the surcharge/processing fee, this amount is either a flat fee or a percentage of the Payment Amount.
4. Surcharge Rate:  The % rate of the surcharge. If the surcharge amount is configured in the Settings as a flat fee this field is not shown.
5. Processing Total: The sum of the Payment Amount and Surcharge Amount. The Processing Total is the amount that will be processed by Print Reach Pay.

In the Authorize window, click the Process Payment button to process the transaction via Print Reach Pay. On successful payment, the receipt can be printed, or emailed to the customer.

 

On the printed receipt the Surcharge Name, Surcharge Amount and Payment Total are printed:

The receipt that is emailed can be configured to include the Surcharge Name, Surcharge Amount and Payment Total:

To do this you will need to add the following fields to the email receipt templates:

• <SurchargeName>
• <SurchargeAmount>
• <PaymentTotal>

The email template will look something like this:

There are three default email templates that Printer’s Plan will use for Print Reach Pay payment receipts: 

• For Deposits Payments, the email template is: PrintReachPayJobReciept.txt.
• For Quick Sale Payments, the email template is: PrintReachPayQSReceipt.txt.
• For A/R Payments, the email template is: ARPrintReachPayReceipt.txt.

These templates are located in the Email folder and this folder is located in the directory where the Printer’s Plan database is stored. For a listing of fields that can be used on an email template please refer to the following Knowledge Base article: Available Email Template Fields  

Section 3: Processing Fee/Surcharge Payment Reports

After successfully processing a payment that includes a processing fee, the details of this payment can be found in the A/R section of the program. In the A/R section, under the Payments Received folder, select one of the payment list options. This will display the details of the payment. This payment list now includes two new columns -- Surcharge and Payment Total:

When you bring up a list of payments for a specific time period if you press CTRL+T you can view the payment and surcharge totals:

This will allow you to review your surcharge totals for a selected time period. Please note, the Surcharge payment amount is not captured in the Reports section of Printer's Plan.

Section 4: Enable the Processing Fee/Surcharge on the Hosted Payment Page.

If you direct customers to pay for an invoice online via the Hosted Payment Page, you can now include a processing fee/surcharge on this page. To enable this feature log in to your Print Reach Central site using your admin credentials:

Open the Admin Panel by clicking the Gear icon in the lower left corner.

In the Admin Panel, on the Merchant Settings page there is a new Surcharge Settings section:

The Surcharge Settings section has the following fields:

1. Enable Credit Card Surcharge: Check this option to enable a surcharge/processing fee on credit card transactions. 
2. Enable ACH Surcharge: Check this option to enable a surcharge/processing fee on ACH transactions.
3. Surcharge Name: Enter the name of the surcharge. This name is what is displayed on the Hosted Payment Page and the Payment window. Additionally this text is used for the payment receipt. 
4. Surcharge Rate: The surcharge can either be a percentage of the payment amount, or a flat fee. 
• To calculate the surcharge as a percentage, enter the percentage amount and select the % option. 
• To calculate the surcharge as a flat fee, enter the fee amount and select the $ option.

In some jurisdictions charging processing fees to your customers is prohibited by law. It is your responsibility to act in accordance with applicable law.

After enabling the surcharge option, when a customer opens the Hosted Payment Page via a Pay Now link, the Hosted Payment Page will display the processing fee:

Enabling this feature requires the Printer's Plan API version 1/13/2022 and later.