Guide to Processing Charges

Guide to Processing Charges!

June 23, 20252 min read

Processing charges let businesses pass on transaction-related costs, such as credit card or service fees, directly to customers. These charges show as a separate line item at checkout and are added to the final total. This guide walks through setting up processing charges, where they apply, and how to monitor them.

What Are Processing Charges?

A processing charge is an extra fee added to a customer’s transaction total to cover costs like payment processing or service fees.

  • Displayed at checkout and on payment receipts

  • Applied on the amount: Subtotal - Discounts + Taxes

Where Do Processing Charges Apply?

You can apply processing charges on:

  • Invoices

  • Funnels

  • Forms

  • Surveys

  • Payment Links

  • Estimates

Note: Processing charges are not supported on PayPal or Custom Payment Providers for Funnels, Forms, Payment Links, and Surveys.

Important Behavior to Know

  • Draft invoices show the processing charge only if edited after enabling the feature.

  • Sent invoices or placed orders before enabling this feature will not include the charge.

  • Disabling the feature won’t remove charges from existing editable invoices or orders.

  • Charges appear as a distinct line item during checkout.

  • Invoices paid via mobile app won’t include the charge (this feature is coming soon).

How to Set Up Processing Charges

Step 1: Access Payment Settings

  • Go to your Gold Star Pro dashboard.

  • Navigate to Payments > Settings.

  • Scroll to Miscellaneous Charges and select Processing Charges.

Step 2: Define the Processing Charge

  • Enable the Processing Charges toggle.

  • Enter the fee percentage (e.g., 2.5%).

  • Add a custom label (e.g., Convenience Fee, Processing Charge).

Step 3: Choose Where to Apply the Charge

  • Select from:

    • Invoices

    • Funnels

    • Forms

    • Surveys

    • Payment Links

    • Estimates

Step 4: Save Your Settings

  • Click Save.

  • The charge will apply automatically at checkout for selected payment sources.

How Customers See Processing Charges

  • Invoices & Estimates: The charge appears after clicking Pay.

  • Funnels, Forms, Payment Links: The charge appears as part of the total at checkout.

Tracking Processing Charges

To review applied charges:

  • Export Transactions CSV or Orders CSV from reports.

  • Check columns for:

    • Processing Charge Name

    • Processing Charge Amount

Compliance Reminder

Ensure processing charges follow local laws, as surcharges may not be allowed in some areas.

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