Setting Up Surcharge & Cash Discount

Please see the video and instructions below on how to set up surcharge and cash discount on the SoftPoint Dashboard. 

• Configuring Surcharge or Dual Pricing Cash Discount

  1. Log into the SoftPoint Dashboard:

     • Access your SoftPoint dashboard with the appropriate login credentials.

  2. Navigate to "Payments" and then "Tenders":

     • In the SoftPoint dashboard, go to the Payments section and select Tenders.

  3. Click "Actions" and then "Configure":

     • Click on the Actions button, then choose Configure to enter the configuration screen.

  4. Subscription Check (if applicable):

     • If you see a popup indicating you're not subscribed, contact SoftPoint support for assistance to gain access to these features.

  5. Choose Between Configuration Options:

     • In the configuration screen, you will see three options:
       • None
       • Surcharge
       • Dual Pricing Cash Discount

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  To Set Up a Surcharge:

  1. Set a Name for the Surcharge:

     • Choose a descriptive name for the surcharge (e.g., "Service Fee").

  2. Choose the Type of Surcharge:

     • Select the surcharge type—Percentage or Fixed Amount.

  3. Enter the Percentage or Fixed Amount:

     • Depending on your surcharge type, enter the amount or percentage.

  4. Toggle Which Products Will Have the Surcharge:

     • Toggle on or off which products should have the surcharge applied.

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  To Set Up Dual Pricing Cash Discount:

  1. Navigate to "Discounts" and Create a New Discount:

     • Go to the Discounts section in the dashboard and create a new discount.

  2. Ensure the Discount is Open and Name It:

     • Name the discount as desired and ensure it is set as open.

  3. Set Discount Type to Dollar:

     • Set the discount type to Dollar.

  4. Set Minimum and Maximum Amounts:

     • Set a minimum amount (e.g., one penny) and a maximum amount (this can be a large number).

  5. Set "Manage or Approval" to No:

     • For the discount configuration, ensure Manage or Approval is set to No.

  6. Submit the Discount:

     • Once configured, submit the discount.

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  Back to "Tenders" for Dual Pricing Cash Discount Setup:

  1. Return to "Tenders" and Click "Actions" and then "Configure":

     • Go back to Tenders and click Actions > Configure.

  2. Choose "Dual Pricing Cash Discount":

     • Select the Dual Pricing Cash Discount option.

  3. Select the Discount You Just Created:

     • Choose the discount you created in the previous steps.

  4. Ensure the Discount Type is Dollar:

     • Confirm that the discount type is set to Dollar, as required for this integration.

  5. Set the Desired Percentage for the Discount:

     • Choose the desired discount percentage (e.g., 5%).

  6. Choose Which Products the Discount Will Apply To:

     • Select the products that the discount should apply to.

  7. Submit the Configuration:

     • Once everything is set, click Submit to finalize the configuration.

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  Conclusion

  By following these steps, you can successfully set up either a Surcharge or a Dual Pricing Cash Discount in SoftPoint. This allows you to offer additional charges or discounts based on specific payment methods or configurations.