How to enter a receipt including credit card surcharge

These instructions relate to receipting an amount that includes a credit card surcharge but were the surcharge amount was not included on the bill (invoice to client). 

Step-by-step guide 

There are a couple of ways you can add the surcharge during the receipt process. Input the receipt for the total amount including the surcharge. 

Option 1

1. When you get to the allocations screen, enter the matter number and then select Apply to Invoice. Find the invoice that the client is paying and single click on it. Then Right click and select > Add Credit Card Surcharge.
   
   
   
2. This will bring up the Credit Card Surcharge screen, which will allow you to select a credit card type and then overwrite the surcharge amount.
   
   
   
3. This will add the surcharge to the invoice and then allow you to allocate accordingly 

Option 2 

1. When you get to the allocation screen, select the general ledger for the surcharge and apply that amount to the GL.
   
   
   
2. When you select Allocate, the invoice amount should be left to allocate, where you can then allocate that to the total invoice