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Tyro - Exclude Surcharges

Kevin Cheav avatar
Written by Kevin Cheav
Updated over 2 weeks ago

Overview

This guide explains how the “Exclude Surcharge” toggle works in the payment settings for integrated Tyro card payments.


What “Exclude Surcharge” Does

When enabled, this setting removes any Tyro-applied surcharges from POS-generated invoices, ensuring that terminal surcharges are not reflected on invoices.


Why You Usually Leave It Off

Tyro terminals automatically apply surcharges based on preset rates. These surcharges:

  • Are settled separately by Tyro.

  • Appear on Tyro’s own reports (such as daily settlements or monthly statements).

If you leave “Exclude Surcharge” OFF:

  • POS invoices include full card sale amounts.

  • POS totals align directly with Tyro settlement reports, simplifying reconciliation.


When to Turn It ON

Only enable this toggle if your Accounting or Finance team specifically requires surcharge amounts to be excluded from invoices. Turning it ON when not needed will:

  • Cause POS invoices to underreport card sale totals.

  • Lead to confusion during reconciliation with Tyro’s reports.


Integration Best Practice

Tyro’s integration supports managing surcharge application through configuration:

  • If POS should handle surcharges → Leave toggle OFF, allowing POS to apply surcharge on the invoice.

  • If Tyro is applying surcharges directly at the terminal → Turn toggle ON, ensuring invoices exclude them.


Summary Table

Setting

POS Invoice Shows

Tyro Terminal Applies

Recommended Use

Exclude OFF

Full card sale + surcharge

Yes

Standard setup for clear reconciliation

Exclude ON

Net card sale (no surcharge)

Yes

Only if required by Accounting


✅ Final Recommendation

Leave Exclude Surcharge OFF unless specifically directed otherwise. This ensures your invoices, POS totals, and Tyro settlement reports all align correctly—avoiding mismatches or reconciliation issues.

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