Surcharge Rules

The following rules apply to surcharges on payment arrangements:

If your organization specified a surcharge amount for a payment method or a client fee, a surcharge amount displays when creating a payment arrangement based on the following:

If the maximum surcharge amount for client fees is blank, the system applies the surcharge amount set up for the payment method (if there is one).
If the maximum surcharge amount for client fees is zero (0), the system doesn't apply a surcharge amount (regardless if one is set up for the payment method).
If the maximum surcharge amount for client fees is greater than zero (0), the system applies this surcharge amount.
For linked accounts with different clients, the system applies the client surcharge amount or payment method surcharge amount, whichever is lowest.

If your organization allows you to suppress the surcharge on new arrangements, you can remove the surcharge amount when creating a payment arrangement. For more information, see User Policy Permission.
If a customer resides in a state that doesn't allow surcharges, the surcharge amount on the payment arrangement is zero and you cannot change it. For more information, see State Restriction.