Requirements for Cover Transaction Fee to show
In order for the Cover Transaction checkbox to appear in the My Payment Details Section, you need to:
- Be on version 9.11 or greater
- Have followed the steps below to set-up Cover Transaction Fees.
- If it doesn't show without, you can try refreshing the form first. Then press "Full Reset" in the Payment Form Builder. Locate the Payment Form in Salesforce, then press "Payment Form Builder" button.
In the nonprofit NFP world, this cover transaction fees is also known as the following:
- Cover Optional tips
- Cover Platform fees
- Cover Platform costs
- Cover Card Processing Fee
- Cover Transaction Fee
- Cover Payment Processing Fee
- Donor covered Fee
- Donation uplift
- Surcharge
Here are the steps to follow to setup Cover transaction Fees on your payment form.
Quick steps to follow:
- Add field to Payment Txn field set checkoutpaymentdetails
- Add field to my payment details section from Payment form builder
- Update option of enable surcharge from same form
- Add a new surcharge from surcharge related list
- Use URL parameters to create a URL with PayMsettings=id of Merchant Facility, payMType=id of form and hideTransDetails=true
- Try it out!
1. Add field to field set:
Firstly the field “Cover Transaction Fees” has to be added to the Payment Txn field set “checkoutpaymentdetails”
Goto Setup > Object Manager > Payment Txn > FieldSet Tab > open checkoutPaymentDetail
Drag and drop the field from the block of fields into the field set
2. Add field to Payment form
After adding to field set the field can now be added to your form. Use the Payment form builder, to add field to 'my payment details' section.
After opening the form in payment form builder. Drag and drop the fields from the block of fields into the list of fields:
3. Update option of Enable Surcharge
For the same form, scroll down to Card types & Surcharges section and edit the Enable surcharge pick-listand choose a value with “Yes - …”
4. Add Surcharge to Form
Note: Surcharges are already present for some forms, you can edit those or make a new one
Here is an example surcharge for reference:
5. Create a URL:
Use URL parameters to create a URL with at least the following:
- PayMsettings=id of Merchant Facility,
- payMType=id of form
- hideTransDetails=true
Note: Without the Hide Transaction Details parameter, it will not appear in 'My Payment details' section and instead appear in ‘Transaction Details’ Section.
For more information refer to the following article: URL parameters
6. Try it out!
Open URL to see your form and the Cover Transaction Fees checkbox:
