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How to skip transaction fees for members who pay by check or cash
How to skip transaction fees for members who pay by check or cash

How to set up a team to not receive transaction fees on emailed invoices and override/ignore the global transaction fee community settings.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

About Transaction Fees

With Coworks, you can automatically generate invoices for customers and receive payments. Payments typically include transaction fees which you can pass on to your members. For invoices that are not charged automatically or auto-drafted but are instead emailed, you can define the default behavior of those invoices and decide whether to include transaction fees on the invoices. Learn more about how that works here.

This article explains how to ensure that certain teams/members do not have transaction fees added to their invoices. This is particularly useful for customers that pay by check or by cash, and thus would never incur a transaction fee.

How to Skip Transaction Fees for a Team

  1. To change the transaction fee settings for a team, first navigate to the team profile of the customer you wish to skip fees for. Head to the "Membership" tab for the team, where you will see a section at the bottom labeled "Team Billing Settings."

  2. Click the "Edit" button on the right hand side to change the billing settings for this team. You'll also see the current transaction fee behavior for the team listed.

  3. In the pop-up modal that appears, you'll be given the following Transaction Fee Behavior options:

  • Follow community invoice fee settings: This will use the settings that you've defined for your community around emailed invoice fee behavior. Click "Change" to edit or view those settings. Read more about how those settings work here.

  • Never apply source fees: This will allow you to override your community behavior for emailed invoice fees and SKIP adding transaction fees for this specific customer. They will still be emailed invoices as normal, but will NOT have transaction fees included on those invoices.

    Choose your desired transaction fee behavior for the team and click "Save."

Happy Coworking!

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