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Credit Card Surcharge Rename

Does anyone know of an easy way to change "Surcharge" to "Convenience Fee" on the QuoteValet Payment Options


"Credit Card Purchase (purchase amount $2,745.53) [includes +$90.03 payment type Surcharge]"


Thanks,

Jeff

2 CommentsSorted by Oldest First

Hi Jeff,


If you would like to change the text of the percent charge calculation word (for example instead of "Surcharge" you want to change it to "Convenience Fee", this can be done in the Settings Manager.  This will change the text on the Sale Info tab, the PDF of the document, the QuoteValet page, and the payment page to the new word you set.

Use the following command to make this change for the percent charge (surcharge) text:
SET:SystemSettings:System:PaymentOptionPaymentTypePercentChargeWord=Convenience Fee

 

If you would like to change the text of the fixed charge calculation word (for example instead of "Fee" you want to change it to "Convenience Fee", this can be done in the Settings Manager. Use the following command:
SET:SystemSettings:System:PaymentOptionPaymentTypeFixedChargeWord=Convenience Fee

 

Copy and paste that setting and then use the Run Commands feature. You can choose whichever word you would like, just change it after the = sign before running the command. Please note this is a System setting so it will take effect for every user in your installation.


After making these changes be sure to close QuoteWerks & re-open, remove & re-add the payment options to your quote, then re-upload the quote to QuoteValet.

Thanks Kat. Worked perfectly. Looks great.

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