Adding Credit Card Fees, or other Add Ons, to Published Invoices

This guide explains how to add a credit card processing fee—or any other add-on fee—to an invoice in 10X ERP, whether it is still in draft mode or already published. Draft invoices allow full editing, including pricing and add-ons, while published invoices have some fields locked but still permit the addition of fees. Once the fee is added, the invoice total updates automatically, and payment can be processed normally.

• Navigate To Accounting > Invoices To Locate the Target Invoice
• Edit Draft Invoices Freely to Add Processing Fees or Other Add-Ons Before Publishing
• Open a Published Invoice and Click Edit to Access the Add-On Section
• Add the Processing Fee (e.g., $3.00 or $5.00), Then Exit Edit Mode to Save
• Refresh the Invoice Page to See the Updated Total Reflecting the Added Fee
• Select the Invoice(s) and Choose Receive Payment
• Enter Credit Card Details and Confirm to Capture the Payment via the Credit Card Account
  • Other Payment can of course be used after the addition of the Add Ons!