There are numerous fees associated with running your business, which can erode your revenue and create uncertainty as charges fluctuate. However, passing these costs to customers is becoming more common across all industries. So, follow these steps to configure this option inside your CRM.

Navigate to the Settings tab within the Payments section and select Miscellaneous Charges.

There, toggle “Enable passing processing charges to customers”

Enter the charge details, select the sections where the charge should be applied, then click Save.

When managing your products, the additional charge can be added manually.

For customers, this charge will be included in their total with a clear disclosure of the added charge.

Passing these costs to customers can help you increase cost recovery while building trust in customers by displaying them transparently.