Cash Discounting: Setting up Surcharges, Non-cash Adjustments

Supported in MicroSale Version 9.0.1396+

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Important Update:

VISA and Mastercard have revised their regulations regarding the display of cash discounting and credit card surcharges. Merchants must now show both a CASH TOTAL and a CREDIT CARD TOTAL on receipts, using a dual-pricing format.

If you prefer to continue displaying the processing fee as a separate line item, you can configure this option in MicroSale by following these steps:
Misc. Configuration → [Printing Options] → SHOW PROCESSING FEE = ENABLED

Please Note: MicroSale POS Systems advises against this setup, as we are committed to developing features that align with VISA and Mastercard's regulations. Merchants are responsible for ensuring compliance with local laws. MicroSale POS Systems is not liable for any non-compliance.

How to | Set up Surcharges (or also termed, non-cash adjustments)

1. Ensure your version is Version 9.0.1396 or later
2. Create the surcharge in Managers Menu > Discount/Gratuity Maintenance. You can call the surcharge anything you want in the “Name” field. The Name is shown on customer receipts as well as your reports. In this example, it is called “Process Fee”.
3. Next to Type, select Charge Percentage followed by the percentage amount in the Amount In this example, the fee is 4 (for 4%).
4. Access level must be set at a low level, such as Cook or Cashier. (Allowing the process fee to automatically add to all checks).
5. The category must be assigned to Processing Fee from the list of options
6. For Sales Tax, you'll typically keep it at the default of 1. This means the Processing Fee is taxed. If you are not sure what your set rate is, you can go to Manager Menu > Register Setup > Sales Tax Menu). In most states, surcharges/service fees are taxable. Please check with your local laws to be sure.
   1. Alternatively, you can set the Sales Tax rate to 0, to make the surcharge Tax Free / Tax Exempt.

1. 1. Select Save
      
   2. After your discount has been saved, select Discount Events (located in the Discount/Gratuity Maintenance screen as well)
   3. Click on the drop-down menu on the top and select Processing Fee from the list of events.
   4. After it is selected, scroll through the list of discounts/surcharges and check the box next to the processing fee name that you created (in this example, the fee is named “Process Fee) 
   5. Save and Exit when completed.