ezyVet Surcharge: Updating an Estimate Template

Note: This requires using ezyVet’s TWIG templates. Classic templates are not supported.

This guide walks you through adding the required surcharge information to your ezyVet estimate template to help ensure compliance with card brand rules and state laws.

Paste the HTML code example below into your estimate template or estimate footer template. You may need to adjust the styling so it matches the rest of your estimate.

If you prefer a more customized approach, continue reading for a breakdown of the required surcharge elements and how to incorporate them into your template.

Full HTML Code Example:

<table border="1">
 <tbody>
  <tr>
   <td colspan="2">
   <p>A 3% surcharge applies to all credit card payments. No surcharge is applied to debit card, cash, or check payments.</p>
   </td>
  </tr>
  <tr>
   <td><strong>Surcharge</strong></td>
   <td>{{ (quotation.totalIncTax * 0.03)|moneyformat }} {% if quotation.hasTotalRange %} &rarr; {{ (quotation.highTotalIncTax * 0.03)|moneyformat }} {% endif %}</td>
  </tr>
  <tr>
   <td><strong>Total With Surcharge</strong></td>
   <td><strong>{{ (quotation.totalIncTax * 1.03)|moneyformat }} {% if quotation.hasTotalRange %} &rarr; {{ (quotation.highTotalIncTax * 1.03)|moneyformat }} {% endif %}</strong></td>
  </tr>
 </tbody>
</table>

Pre-Payment Disclosure

If your practice provides customers with estimates before payment, those estimates must include:

A clear statement that a surcharge will be applied to credit card payments, including the surcharge percentage
The surcharge amount
The total amount (i.e., base amount plus surcharge)

Example Estimate:

Example surcharge disclosure message:

<p>A 3% surcharge applies to all credit card payments. No surcharge is applied to debit card, cash, or check payments.</p>

How to display the surcharge amount:

{{ (quotation.totalIncTax * 0.03)|moneyformat }} {% if quotation.hasTotalRange %} &rarr; {{ (quotation.highTotalIncTax * 0.03)|moneyformat }} {% endif %}

How to display the total with surcharge:

{{ (quotation.totalIncTax * 1.03)|moneyformat }} {% if quotation.hasTotalRange %} &rarr; {{ (quotation.highTotalIncTax * 1.03)|moneyformat }} {% endif %}