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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

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Processing fees can be regulated by card brand, state, and customer type. Confirm the business policy before enabling fees in production.

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Open Processing Fee

  1. Open Settings.
  2. Choose Entity Settings.
  3. Open Payments and Checks.
  4. Choose Processing Fee.
Processing Fee settings page with enable toggle, fee percentage, label, application scope, and compliance note

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Configure The Fee

Review:
  • Enable fee: turns fee behavior on or off.
  • Fee percentage: percentage applied to eligible credit card payments.
  • Fee label: customer-facing label used on payment screens and documents where shown.
  • Applies to: decides whether the fee applies only to sales orders or broader credit card payment surfaces.
The fee is intended for eligible credit card payments. It should not be treated as a generic fee for ACH, checks, cash, debit cards, prepaid cards, or manual payment methods.

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What To Test

  1. Create a test order.
  2. Start an eligible credit card payment.
  3. Confirm the fee label is clear.
  4. Confirm the fee amount matches policy.
  5. Confirm non-card methods do not receive the fee.
  6. Confirm invoices, receipts, and customer payment views are understandable.

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Common Blocks

  • Fee does not appear: confirm the method is an eligible credit card and the fee is enabled for that surface.
  • Fee appears where it should not: review the application scope and payment method.
  • Customer disputes the fee: confirm the fee label, policy, and any disclosure requirements.
  • Tax or total seems unexpected: review the order total after fee calculation and confirm finance policy.

Payments and Checks Settings

Configure payment behavior, ACH holds, checks, deposit layout, and related finance controls.

Record Customer Payments

Record customer payments and understand how payment methods affect order status.

Portal Payments and Payment Methods

Review customer portal payment behavior and saved payment method rules.

Tax and AvaTax

Review tax setup when customer-facing totals change.