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Adding Processing Charges or Additional Fees to Customer Payments

Easily view and analyze processing charges in GHL Customer Care reports, filter by date range, channel or custom label, and export detailed fee data for straightforward reconciliation.

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On this page
  1. Where Does This Fee Apply?
  2. Important Behavior Guidelines
  3. How to Configure a Processing Charge
  4. Step 1: Access Payment Settings
  5. Step 2: Define the Processing Charge
  6. Step 3: Select Payment Sources to Apply the Charge
  7. Viewing Processing Charges in Checkouts
  8. Viewing Processing Charges in Reports
  9. Troubleshooting: Processing Charge Not Showing On Invoices
  10. Frequently Asked Questions
  11. Related Articles

Easily pass processing charges, convenience fees, or other additional fees to your customers with GHL Customer Care’s new Processing Charge feature. This guide explains how to set up, customize, and manage additional fees for payments, helping you recover costs and maintain transparency at checkout.

IMPORTANT COMPLIANCE NOTE: It is your responsibility to comply with applicable laws concerning surcharging, as it may be prohibited in certain jurisdictions.

TABLE OF CONTENTS

What is the Processing Charge Feature in GHL Customer Care?

The Processing Charge feature in GHL Customer Care allows businesses to automatically add extra fees, such as processing charges, convenience fees, or miscellaneous charges to customer payments. This functionality is designed to help businesses offset costs associated with payment processing and provide clear, itemized fees to customers during checkout or invoicing.

A Processing Charge is an additional fee applied to a customer’s transaction total to cover costs such as payment processing or miscellaneous service fees. This charge is visible to customers at checkout and reflected on their payment receipt.

The processing charge is applied to the amount calculated as:

(Subtotal - Discounts + Taxes) — which represents the actual amount processed through the payment provider.

(Subtotal - Discounts + Taxes + Shipping) - For E-commerce.

Fees are rounded to two decimal places before being added to the total.

By enabling this feature, you can define the percentage of the fee, customize how it appears to customers, and choose which payment channels (Invoices, Funnels, Payment Links, Forms, Surveys) the fee applies to. The fee is calculated based on the actual transaction amount, ensuring accuracy and transparency.

Where Does This Fee Apply?

Processing charges can be applied to the following payment sources:

IMPORTANT: This feature is unavailable for PayPal & Custom Payment Providers, except in case of Invoices where it would work for all payment providers.

  1. E-commerce Stores. (Doesn't apply to E-commerce upsell products)

  2. Invoices & Estimates.

  3. Funnels.

  4. Forms.

  5. Surveys.

  6. Payment Links.

  7. Services.

Important Behavior Guidelines

  • Draft invoices reflect the processing charge only if edited after the feature is enabled.
  • Doesn't apply to E-commerce upsell products.
  • Fees are rounded to two decimal places before being added to the total.
  • Invoices already sent or orders already placed before enabling this feature remain unaffected.
  • Disabling the feature does not retroactively remove charges from existing invoices or orders unless those documents are still editable.
  • Processing charges are displayed as a distinct line item during checkout and included in the final total shown to the customer.
  • This charge will not apply to Invoices paid via the mobile app, that feature is Coming Soon.

How to Configure a Processing Charge

Setting up processing charges ensures you can efficiently manage additional fees and provide clear information to your customers. Follow these steps for a smooth setup:

Step 1: Access Payment Settings

  1. Login to your sub-account.

  2. Navigate to Payments > Settings.

  3. Scroll down to the Miscellaneous Charges section.

Step 1: Access Payment Settings (image 1 of 9) What this shows Login to your sub-account. What this shows Illustrates the "Step 1: Access Payment Settings" section of "Adding Processing Charges or Additional Fees to Customer Payments". This animation appears in the "Step 1: Access Payment Settings" section of "Adding Processing Charges or Additional Fees to Customer Payments". The text alongside this image reads: Login to your sub-account. Navigate to Payments > Settings. Scroll down to the Miscellaneous Charges section. The navigation path used here is Payments > Settings. Immediately after, the guide continues: Enable the Processing Charges toggle. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.). This label/name will appear on the customer’s checkout summary and receipt. Enter the fee percentage to be…. Path: Payments > SettingsImage 1 of 9 What this coversLogin to your sub-account. Navigate to Payments > Settings. Scroll down to the Miscellaneous Charges section.
Buttons and menus referenced Payments > SettingsMiscellaneous Charges
Next stepEnable the Processing Charges toggle. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.). This label/name will appear on the customer’s checkout summary and receipt. Enter the fee percentage to be applied (e.g., 2.5%).
All 3 steps in this procedure
  1. Login to your sub-account.
  2. Navigate to Payments > Settings.
  3. Scroll down to the Miscellaneous Charges section.

Step 2: Define the Processing Charge

  1. Enable the Processing Charges toggle.

  2. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.). This label/name will appear on the customer’s checkout summary and receipt.

  3. Enter the fee percentage to be applied (e.g., 2.5%).

Step 2: Define the Processing Charge (image 2 of 9) What this shows Enable the Processing Charges toggle. What this shows Illustrates the "Step 2: Define the Processing Charge" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot appears in the "Step 2: Define the Processing Charge" section of "Adding Processing Charges or Additional Fees to Customer Payments". The text alongside this image reads: Enable the Processing Charges toggle. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.). This label/name will appear on the customer’s checkout summary and receipt. Enter the fee percentage to be applied (e.g., 2.5%). Immediately after, the guide continues: Note: It is your responsibility to comply with applicable laws concerning surcharging as it may be prohibited in certain jurisdictions. Image 2 of 9 What to fill inEnable the Processing Charges toggle. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.). This label/name will appear on the customer’s checkout summary and receipt. Enter the fee percentage to be applied (e.g., 2.5%).
Buttons and menus referenced Processing Chargescustom label/namefee percentage
Next stepNote: It is your responsibility to comply with applicable laws concerning surcharging as it may be prohibited in certain jurisdictions.
All 3 steps in this procedure
  1. Enable the Processing Charges toggle.
  2. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.). This label/name will appear on the customer’s checkout summary and receipt.
  3. Enter the fee percentage to be applied (e.g., 2.5%).

Step 3: Select Payment Sources to Apply the Charge

Note: It is your responsibility to comply with applicable laws concerning surcharging as it may be prohibited in certain jurisdictions.
  1. Use the available checkboxes to choose where the processing charge should apply:
    • Invoices & Estimates
    • Funnels
    • E-commerce Stores
    • Payment Links
    • Forms
    • Surveys
  2. Select one or multiple options as needed.
  3. Click Save to confirm the configuration. The processing charge will be applied automatically on the selected payment sources at checkout.
Step 3: Select Payment Sources to Apply the Charge (image 3 of 9) What this shows Use the available checkboxes to choose where the processing charge should apply: Select one or multiple options as needed. What this shows Illustrates the "Step 3: Select Payment Sources to Apply the Charge" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot appears in the "Step 3: Select Payment Sources to Apply the Charge" section of "Adding Processing Charges or Additional Fees to Customer Payments". The text alongside this image reads: Use the available checkboxes to choose where the processing charge should apply: Select one or multiple options as needed. Click Save to confirm the configuration. The processing charge will be applied automatically on the selected payment sources at checkout. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: E-commerce store checkouts: Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. Funnels, Forms, Payment Links - The charge is shown as part of the total amount. Image 3 of 9 What to chooseUse the available checkboxes to choose where the processing charge should apply: Select one or multiple options as needed. Click Save to confirm the configuration. The processing charge will be applied automatically on the selected payment sources at checkout.
Fields in this part of the guide Invoices & EstimatesFunnelsE-commerce StoresPayment LinksFormsSurveys
Buttons and menus referenced onemultipleSave
Next stepE-commerce store checkouts: Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. Funnels, Forms, Payment Links - The charge is shown as part of the total amount.
All 3 steps in this procedure
  1. Use the available checkboxes to choose where the processing charge should apply:
  2. Select one or multiple options as needed.
  3. Click Save to confirm the configuration. The processing charge will be applied automatically on the selected payment sources at checkout.

Viewing Processing Charges in Checkouts

  • E-commerce store checkouts:
    Step 1 of 3: E-commerce store checkouts What this shows Step 1 of 3: E-commerce store checkouts: What this shows Shows what this covers for step 1 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot accompanies step 1 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". At this point in the walkthrough you e-commerce store checkouts. For context, this section explains: E-commerce store checkouts: Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. Funnels, Forms, Payment Links - The charge is shown as part of the total amount. This part of the guide covers 1 field, listed below. The next step is to invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. Step 1 of 3Image 4 of 9 What this coversE-commerce store checkouts:
    Fields in this part of the guide E-commerce store checkouts:
    Buttons and menus referenced Invoices & EstimatesFunnels, Forms, Payment Links
    Next stepInvoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice.
    All 3 steps in this procedure
    1. E-commerce store checkouts: this image
    2. Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice.
    3. Funnels, Forms, Payment Links - The charge is shown as part of the total amount.
  • Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice.
    Step 2 of 3: Invoices & Estimates - The processing charges are shown after the… What this shows Step 2 of 3: Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. What this shows Shows what this covers for step 2 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot accompanies step 2 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". At this point in the walkthrough you invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. This part of the guide covers 1 field, listed below. The next step is to funnels, Forms, Payment Links - The charge is shown as part of the total amount. Step 2 of 3Image 5 of 9 What this coversInvoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice.
    Fields in this part of the guide E-commerce store checkouts:
    Buttons and menus referenced Invoices & EstimatesFunnels, Forms, Payment Links
    Next stepFunnels, Forms, Payment Links - The charge is shown as part of the total amount.
    All 3 steps in this procedure
    1. E-commerce store checkouts:
    2. Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. this image
    3. Funnels, Forms, Payment Links - The charge is shown as part of the total amount.
  • Funnels, Forms, Payment Links - The charge is shown as part of the total amount.
    Step 3 of 3: Funnels, Forms, Payment Links - The charge is shown as part of the… What this shows Step 3 of 3: Funnels, Forms, Payment Links - The charge is shown as part of the total amount. What this shows Shows what this covers for step 3 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot accompanies step 3 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". At this point in the walkthrough you funnels, Forms, Payment Links - The charge is shown as part of the total amount. This part of the guide covers 1 field, listed below. Step 3 of 3Image 6 of 9 What this coversFunnels, Forms, Payment Links - The charge is shown as part of the total amount.
    Fields in this part of the guide E-commerce store checkouts:
    Buttons and menus referenced Funnels, Forms, Payment LinksInvoices & Estimates
    All 3 steps in this procedure
    1. E-commerce store checkouts:
    2. Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice.
    3. Funnels, Forms, Payment Links - The charge is shown as part of the total amount. this image
    Step 3 of 3: Funnels, Forms, Payment Links - The charge is shown as part of the… What this shows Step 3 of 3: Funnels, Forms, Payment Links - The charge is shown as part of the total amount. What this shows Shows what this covers for step 3 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot accompanies step 3 of 3 in the "Viewing Processing Charges in Checkouts" section of "Adding Processing Charges or Additional Fees to Customer Payments". At this point in the walkthrough you funnels, Forms, Payment Links - The charge is shown as part of the total amount. This part of the guide covers 1 field, listed below. Step 3 of 3Image 7 of 9 What this coversFunnels, Forms, Payment Links - The charge is shown as part of the total amount.
    Fields in this part of the guide E-commerce store checkouts:
    Buttons and menus referenced Funnels, Forms, Payment LinksInvoices & Estimates
    All 3 steps in this procedure
    1. E-commerce store checkouts:
    2. Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice.
    3. Funnels, Forms, Payment Links - The charge is shown as part of the total amount. this image

Viewing Processing Charges in Reports

Get a clear, itemized breakdown of every processing fee you’ve applied, filter by date range, payment channel, or custom label, and export the results for easy reconciliation and analysis. To track applied processing charges.

  • Open the Transactions CSV or Orders CSV export.

Viewing Processing Charges in Reports (image 8 of 9) What this shows Open the Transactions CSV or Orders CSV export. What this shows Illustrates the "Viewing Processing Charges in Reports" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot appears in the "Viewing Processing Charges in Reports" section of "Adding Processing Charges or Additional Fees to Customer Payments". The text alongside this image reads: Open the Transactions CSV or Orders CSV export. Immediately after, the guide continues: These fields provide details of any processing charges applied to individual transactions and orders. Image 8 of 9 Where to goOpen the Transactions CSV or Orders CSV export.
Buttons and menus referenced Transactions CSVOrders CSV
Next stepThese fields provide details of any processing charges applied to individual transactions and orders.

These fields provide details of any processing charges applied to individual transactions and orders.

Troubleshooting: Processing Charge Not Showing On Invoices

  1. Confirm the invoice channel: In Payments → Settings → Miscellaneous Charges, make sure Invoices & Estimates is checked and you clicked Save.

    Step 1 of 6: Confirm the invoice channel: In Payments → Settings → Miscellaneous… What this shows Step 1 of 6: Confirm the invoice channel: In Payments → Settings → Miscellaneous Charges, make sure Invoices & Estimates is checked and you clicked Save. What this shows Shows how to confirm for step 1 of 6 in the "Troubleshooting: Processing Charge Not Showing On Invoices" section of "Adding Processing Charges or Additional Fees to Customer Payments". This screenshot accompanies step 1 of 6 in the "Troubleshooting: Processing Charge Not Showing On Invoices" section of "Adding Processing Charges or Additional Fees to Customer Payments". At this point in the walkthrough you confirm the invoice channel: In Payments → Settings → Miscellaneous Charges, make sure Invoices & Estimates is checked and you clicked Save. The next step is to check where you are looking on the invoice: For invoices, the processing charge displays after the customer clicks the Pay button (it may not appear on the invoice preview before checkout). Step 1 of 6Image 9 of 9 How to confirmConfirm the invoice channel: In Payments → Settings → Miscellaneous Charges, make sure Invoices & Estimates is checked and you clicked Save.
    Buttons and menus referenced Invoices & EstimatesSaveafter the customer clicks the Pay buttonPay
    Next stepCheck where you are looking on the invoice: For invoices, the processing charge displays after the customer clicks the Pay button (it may not appear on the invoice preview before checkout).
    All 6 steps in this procedure
    1. Confirm the invoice channel: In Payments → Settings → Miscellaneous Charges, make sure Invoices & Estimates is checked and you clicked Save. this image
    2. Check where you are looking on the invoice: For invoices, the processing charge displays after the customer clicks the Pay button (it may not appear on the invoice preview before checkout).
    3. If it’s a draft invoice created earlier, edit it once: Draft invoices show the processing charge only if the invoice is edited after the feature is enabled.
    4. If the invoice was already sent before you enabled the feature, it won’t update: Invoices already sent (or orders already placed) before enabling the processing charge remain unaffected.
    5. Confirm the customer is paying from a supported experience: Processing charges do not apply to invoices paid via the mobile app.
    6. Quick validation test: Create a brand-new test invoice after enabling the feature, open the invoice link as the customer, click Pay, and confirm the processing charge line item appears in the checkout total.

  2. Check where you are looking on the invoice: For invoices, the processing charge displays after the customer clicks the Pay button (it may not appear on the invoice preview before checkout).

  3. If it’s a draft invoice created earlier, edit it once: Draft invoices show the processing charge only if the invoice is edited after the feature is enabled.

  4. If the invoice was already sent before you enabled the feature, it won’t update: Invoices already sent (or orders already placed) before enabling the processing charge remain unaffected.

  5. Confirm the customer is paying from a supported experience: Processing charges do not apply to invoices paid via the mobile app.

  6. Quick validation test: Create a brand-new test invoice after enabling the feature, open the invoice link as the customer, click Pay, and confirm the processing charge line item appears in the checkout total.

Frequently Asked Questions

Q: Can I set different processing charges for different payment channels?

Not yet. Currently, the same fee applies across all selected channels, but channel-specific fees are planned for future updates.

Q: Will disabling the processing charge remove it from past invoices?

No, disabling the feature only affects new invoices or orders. Existing records retain the fee unless they are editable.

Q: Are processing charges supported for all payment providers?

All providers are supported for Invoices & Estimates, but PayPal and Custom Payment Providers are not supported for other checkouts.

Q: How is the processing fee calculated?

The fee is calculated on (Subtotal - Discounts + Taxes), representing the actual transacted amount.

Subtotal - Discounts + Taxes + Shipping) - For E-commerce.

Q: Can I apply processing charges to mobile app payments?

Not currently. This functionality is coming soon.

Q: Where do customers see the processing charge?

Customers see the fee as a separate line item during checkout, on invoices, and on transaction receipts.

Q: Can I customize the name of the processing charge?

Yes, you can set a custom label that will be displayed to customers.

Q: Is there reporting for processing charges?

Yes, transaction and order exports include the fee label and amount.

Frequently asked questions

Where Does This Fee Apply?
Processing charges can be applied to the following payment sources: IMPORTANT : This feature is unavailable for PayPal & Custom Payment Providers, except in case of Invoices where it would work for all payment providers. E-commerce Stores. (Doesn't apply to E-commerce upsell products) Invoices & Estimates. Funnels. Forms. Surveys. Payment Links. Services.

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