This support article is only applicable to PayJunction accounts that are approved and enabled with the ability to apply a Surcharge on credit card transactions.
As a reminder, PayJunction determines if a surcharge can be applied to a transaction. For instance, a surcharge is not applied to debit cards, so some transactions will have a surcharge while others will not.
Calculating the amount of surcharge that was collected allows a business to determine how much of their monthly processing fee was offset by the amount of surcharge fees that were collected during a specified time period.
There's two ways to calculate and view the total amount that was collected for Surcharge for a specific time period.
Batches
This report works well for those that want to see a break down per Batch (i.e. per deposit).
- Go to Batches
- Click on the eyeball for the specific Batch that you want to view.
- The top section of the page displays a report. Click the arrows to navigate to the Surcharge report.
Net Pre-Surcharge: The amount that was approved, without surcharge.
Net Surcharge: The amount of Surcharge that was collected.
Net Processing: The combined, Grand Total amount.
Search and Export
This report works well for those that want to see a break down for a specific time range. For example, Last Month, Last Week, etc.
- Go to Search
- Select a Date Range, then click the Search button at the bottom of the page.
- Click the CSV icon to export (download) the data to your computer.
- Open the file in a spreadsheet.
- Use a formula to calculate the total amount of surcharge that was collected.
Surcharge amounts are listed in column BW, at the far-right side of the spreadsheet.
For example, the following formula will calculate the total amount of surcharge (column BW) for all rows between row 2 and row 4. Simply update the number of rows from 4 to however many rows of data you have.