How to Enable Surcharging in Xcelerate

Surcharging lets you add a card surcharge to an invoice. Use these steps to turn it on for your Xcelerate Pay account.

Before you get started

• Xcelerate Pay: You need an Xcelerate Pay account.
• QuickBooks Online: Your Xcelerate site needs to be connected to QuickBooks Online (QBO).
• Approval: Payments support must enable surcharging for your Xcelerate site before the surcharge option appears on invoices.

Request surcharging for your Xcelerate site

1. Send an email to payments-support@xlrestorationsoftware.com.
2. In your email, ask the team to enable surcharging for your Xcelerate site, and include your Xcelerate URL.

Create a surcharge product or service in QuickBooks Online

1. In QBO, create a new product or service for the surcharge.
2. Name the product or service Surcharge.

Map the surcharge in Xcelerate

1. In Xcelerate, go to Admin Settings > Integration > QBO Configure.
2. In the QuickBooks Online Preference window, select the Enable Xcelerate → QBO invoice/payment sync checkbox.
3. Click the Map surcharge to QBO product/service dropdown menu, then select the product or service you created for the surcharge.
4. If the Surcharge item does not appear in the list, click the refresh button next to the dropdown menu to reload the list, then select it.
5. Click Update.

Add a card surcharge to an invoice

After you complete the steps above, the surcharge option appears when you create an invoice.

1. Create a new invoice.
2. In the bottom left, turn on the Add card surcharge toggle.
3. Click Save Invoice or Save & Send Email.

Please note: The Add card surcharge option does not appear until payments support has enabled surcharging for your Xcelerate site.