Overview
From Payments2Us version 11.5, you can use the Amount Limit field on a Surcharge record to control when a surcharge or Cover Transaction Fee is calculated (How do I make Cover Admin Fees appear in the Payment Details Section?).
This is useful when you calculate a fee as a percentage and want to stop applying it to payments at or above a certain amount.
Use Case / Scenario
Your organisation applies a percentage-based fee to payments but does not want to apply that fee to large donations. You can set an Amount Limit so the fee is calculated only for payments below your chosen threshold.
How this Works with Payments2Us
- If Amount Limit is blank, the existing fee calculation behaviour remains unchanged.
- If Amount Limit has a value, the surcharge or Cover Transaction Fee is calculated only when the payment amount is less than that value.
- A payment equal to or greater than the limit does not have the fee applied.
Example: If the Amount Limit is $1,000, a fee is calculated on a $750 payment. It is not calculated on a payment of $1,000 or more.
How to set up Amount Limit
1. Add Amount Limit to the Surcharge page layout
- In Salesforce, go to Setup > Object Manager > Surcharge.
- Select Page Layouts > Surcharge Layout.
- Add Amount Limit to the layout and save.
- Refresh the Surcharge record page.
2. Set and test the Amount Limit
- Open the relevant Surcharge record.
- Enter an Amount Limit, or leave it blank to keep the existing calculation behaviour.
- Save the record.
- Test your checkout form with a payment amount below the limit and one equal to or above it. Confirm that the fee is calculated only for the payment below the limit.
To test or set up the Cover Admin Fees option on a checkout form, see How do I make Cover Admin Fees appear in the Payment Details Section?.