In this article:

  • About
  • Credit card surcharges
  • General surcharges
  • Surcharge report
  • Bypass surcharges

About

To manage surcharges for credit cards and holidays, go to Sales > Surcharge.

IMPORTANT: It is your responsibility to ensure that your surcharges abide the law of your country. All Australian businesses must ensure that their payment surcharges ("bank" surcharges) adhere to the ACCC.
e.g. "A business [...] is only allowed to pass on to the customer the costs that the business was charged for accepting payment of that payment type. / The ban applies to all businesses, regardless of their size."

Please note that although certain payment devices support their own surcharges (e.g. Tyro, Westpac), we recommend you set your surcharges within Abacus if you wish to see the surcharges reported within Abacus. If you set up a surcharge on your own payment terminal and within Abacus, you risk double-surcharging your customer.


Credit Card Surcharges

You can set different kinds of credit card surcharges depending on what platform you use:

  • For the POS, you can set universal card surcharges (for "all cards"), or you can set specific surcharges for "card types"
  • For the self-ordering kiosk and mobile apps, you can only set a surcharge for “all cards”, not specific card types
  • For online ordering, bank surcharges can be specified for specific card types

Note: For online ordering and mobile apps, only Visa and Mastercard are supported.

How to set a surcharge for all cards

If you set a bank surcharge for "all cards", the same surcharge will be applied regardless of the credit card type.

  1. Go to the Bank tab
  2. Click New Item
  3. Select "All Cards". Enter the:
    * Rate type (percentage, flat value, or amount per person)
    * Surcharge rate
    + OPTIONAL: Minimum and maximum amounts for which this surcharge applies
  4. Click All Cards.
  5. On Abacus POS, go to Settings > Sync > Sync Payment Info.

Note that bank surcharges are applied on top of any existing extra fees, e.g. holiday surcharge or delivery fees.

How to set a surcharge by card type

  1. Go to the Bank tab
  2. Click New Item
  3. Enter the:
  • Card type
  • Rate type (percentage, flat value, or amount per person)
  • Surcharge rate
  • (OPTIONAL) Minimum and maximum amounts for which this surcharge applies

4. Click By Card Types.

5. On Abacus POS, go to Settings > Sync > Sync Payment Info

6. Turn on Setting A18. Require selection of card type upon credit card transaction

7. Now, when you print out a bill, the different surcharges will appear at the bottom of the bill, depending on whether the surcharges are by card or for all cards.

General surcharges

  1. Go to the General tab.
  2. Click New Item

3. All the surcharge information will be set in the new listing that appears in the table. Enter the:

  • Surcharge name (eg. New Year's Day)
  • Rate type (percentage, flat value for order, or amount per person)
  • Surcharge rate
  • If you are an Australian business, make the surcharge taxable

4. Set the "conditions" that need to be met for the surcharge to apply:

  • If you want it to apply for only a certain day, select a Day of the Week
  • If you want it to only apply for a range of dates, select a Start Date and End Date
  • If you want it to only apply to certain transaction sizes, set an Amount Minimum and/or Amount Maximum, e.g. If you make the minimum $10, then the surcharge will only apply for orders of $10 or more
  • If you want it to only apply when you have a certain number of guests seated at a table, set a Guest Minimum and Guest Maximum, e.g. If you make the minimum 2 guests, then the surcharge will only apply when you have 2 or more guests
  • Coming soon! If you want it to only apply for eat-in, takeaway, delivery, or buzzer orders, select the Order Type
  • Coming soon! Order Source, if you want the surcharge to only apply for POS, Waiter Pad, Table Ordering, Self-Ordering Kiosk, or Online Ordering. This excludes any custom order sources.

5. Coming soon! If you are intending to create compound surcharges, you will need to make sure that you are creating your surcharges in the same order that you want them to be applied. Then, under "Compound", select "Yes". Surcharges will be applied in the same order as they shown.

6. Click Enable General Surcharge.

7. On Abacus POS, go to Settings > Sync > Sync Payment Info.

If you have created a surcharge for your Self-Ordering Kiosk or Table Ordering app, you will also need to sync these devices. Online Ordering surcharges will apply automatically whether or not the "Enable General Surcharge" button is turned on, and will need to be deleted if you wish to no longer apply these.

8. Now, when the surcharge "conditions" are met, the surcharge will apply automatically.

Surcharge Report

Go to Reports > Sales > Surcharge to see each surcharge generated for each invoice.

These can be filtered by Surcharge Type (General/Holiday or Bank), and by the surcharge name/description.

Bypass Surcharges

On Abacus POS 2.8.16, you can bypass a surcharge on specific transactions on the Payment screen by going to SURCHARGE OPTIONS and toggling the buttons:

  • Standard surcharge (a.k.a. "General" surcharge or "Holiday" surcharge)
  • Credit card surcharge (or card surcharge)

You can also remove a credit card surcharge by pressing and holding the Credit Card button.

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