What is Customer Level Surcharging?
The goal of the Customer-level Surcharging feature is to provide our clients with the flexibility to manage and customize how merchant fees are handled for individual customers. This feature enables clients to decide whether to pass on fees to specific customers (surcharging) or absorb the fees themselves (client-paid), allowing for tailored financial arrangements that can accommodate diverse business needs and customer relationships.
Note: ezyCollect Payments fees are subject to change according to our terms and conditions. If fees are increased then the automatic rule will be absorbed by the clients.
Current Availability of This Feature
This feature is available for:
ezyCollect Payments Australia: Cards & bank transfer fee structure
ezyCollect Payments New Zealand: Cards fee structure only
ezyCollect Payments United States: Cards fee structure only
Important: Due to US regulations, ACH and debit cards cannot be surcharged in all states. Clients must comply with interstate regulations when using this feature.
Enabling This Feature
To enable this feature, an authorized contact from your account needs to send a request to our Customer Success team at customersuccess@ezycollect.com.au or contact our Payment team.
Feature Overview
Once enabled, a new "Surcharge Configuration" menu appears on the left-hand side.
This page includes a table at the top displaying the current default fee structure applicable to all customers not individually configured. Below, there is a list of all your customers, where you can easily edit the fee structure for each one or select multiple customers for bulk updates.
The customer list also offers several filtering options, such as "Customer," "Balance Owing," "Direct Debit Authority" status, and "Settings," to facilitate easier bulk selections.
Checking the Applicable Fee Structure for a Specific Customer
To verify a customer's fee structure, you can either:
Click the "Edit" button next to the customer on the "Surcharge Configuration" page; or
Go to the customer dashboard, click the "Payments" tab, and the fee structure will be displayed.
The "Payments" tab will also display the history of changes on this particular customer's fee settings (see below)
Updating Fee Structures for Synced Customers
You can update the fee structure for individual customers or apply changes in bulk by selecting multiple customers. The system will allow you to:
Fully absorb - you as a client fully absorb the fees
Fully surcharge - you pass on the fees to your customers
Custom - choose and select the fees you want to absorb/surcharge
Important: You can change the fee structure for customers with acquired Direct Debit Authorisation or Auto-pay Authorisation but is responsible to notify them of the changes at least 14-days prior. Furthermore, once the fee update has been implemented, these customers impacted with the fee update will also be automatically notified by the system of the fee changes.
Please see the vide on how to update your fees:
If you update the fee structure for all selected customers, they will adopt the new specified structure.
However, note that newly synced clients will follow the default fee structure unless updated manually.
To update your default fee structure, please contact our Customer Success Team at customersuccess@ezycollect.com.au or contact our Payment team.