Adding 3% Credit Card Surcharge

There isn't a way to automatically add a 3% surcharge when paying by credit card, but this shows how to add a button to the Reservation Transactions dialog that will add a 3% Charge with the category "Surcharge" to the current balance.  (If you don't have a Transaction Category called "Surcharge" yet, you will need to add that through the Pick Lists).

(As with any Advanced Customization function, this can get pretty technical. We recommend reading through the documentation if you want to understand more about making Dialog customizations.  Normal support does not include help with Advanced Customization functions.)

If you've installed version 9.2, you can import the following sample Dialog and it will be done for you:  "Sample Dialogs - Credit Card 3% surcharge button".  (See the documentation for importing samples.)  Also see the caveats below.

Otherwise, follow these steps:

1. Go to Maintenance / Advanced Customizations / Dialogs.

2. If you already have a dialog definition for the base dialog "Reservation Transactions", Edit that dialog to add this new element.    Otherwise, click "Add dialog definition", enter a name for it (e.g. "Resv Trans"), check the "Add-on" box, and select "Reservation Transactions"

3. Click "Add element".

4. Select "Add New Control" for the element type.

5. Enter a control name, e.g. "addsurcharge".

6. Select the Control Type "Button"

7. Enter a position and size -- this can vary depending on your display settings, but for "normal" settings it should work to use Left=40, Right=245, Width=120, Height=18

8. Enter desired text for the button in Control Text, e.g. "Add 3% surcharge".

9. Click in the Action Expression box and enter the following expression in the Expression Creator:

DlgAddNewTransaction("Charge", "Surcharge", "3% cc surcharge", "", "", "", "", ResvDue(Resv()), .03)

Pay attention to spacing, whether quotes are single or double, etc. -- it must be exact.  If you're viewing this in a format where the line wraps, do not start a new line -- there should be no hard line breaks.   If possible, use Copy/Paste instead of typing it.

10.  Click Save.

11. Now you can use "Save & Test Dialog" to try it out. Be aware that anything done in that test will be real transactions on whatever reservation it opens.

Once satisfied, Save the dialog and Close out of Setup Dialogs.

Now some caveats --

This assumes they're going to pay the entire amount due -- otherwise you will need to manually adjust the Qty of the Surcharge transaction to be the amount they will be paying.

The above steps are just for the Reservation Transactions dialog.  You can add similar functions on other dialogs (Unbound Transactions, Customer Transactions, and POS), but the expression will need to be different.  Change the ResvDue(Resv()) part according to the dialog type:

 For Customer Transactions: CustDue(Cust())

 For Unbound Transactions or POS: DlgTransBal() (requires version 9.2)