Setting surcharges or discounts for payment methods

Define surcharges or discounts for specific payment methods to either pass on additional costs to your customers or offer a price reduction.

Example: For the Cash on Delivery payment method, shipping service providers may charge additional fees that you can forward to your customers (Fig.: Order with surcharge for cash on delivery). For Prepayment, you might offer a discount, since payment is received before shipping—comparable to a cash discount, as the payment term is always met.

Specify the surcharge or discount as a fixed amount or as a percentage. A fixed surcharge is added directly to the shopping cart total.

When using a percentage-based surcharge or discount, the value is calculated during checkout. The following shopping cart items can be included in the calculation—individually or in combination:

  • Value of all products

  • Discounts

  • Coupons

  • Shipping costs

  • Gift wrapping and greeting cards

Note

Entering a negative amount results in a discount.

Procedure

  1. Choose Shop Settings ‣ Payment Methods.

  2. Select an existing payment method from the list or create a new one.

  3. In the Main tab, enter an absolute or percentage value in the field Price Surcharge/Reduction (€) (Fig.: Defining surcharge or discount, item 1).

    A positive value adds a surcharge, a negative value applies a discount.

    Defining surcharge or discount

    Fig.: Defining surcharge or discount

  4. If you set a percentage-based value, choose which shopping cart items should serve as the calculation basis in the field Base for Surcharge/Discount (Fig.: Defining surcharge or discount, item 2).

  5. Save your changes.

Result

The surcharge for the selected payment method will be shown in the shopping cart. In this example, a fee of € 7.50 is added for Cash on Delivery (Fig.: Order with surcharge for cash on delivery, item 1).

Order with surcharge for cash on delivery

Fig.: Order with surcharge for cash on delivery