There are several different kinds of fees involved with payment processing in PatronManager, some of which may or may not be applicable to your organization:

• Fees your patrons pay
  • Buyer Fees (also known as Item Fees or Order Fees): These are optional fees that you can set up via the Fee Setup Tab or the Fee field on your Price Levels when setting up events to charge patrons on tickets or subscriptions
  • Sales Tax: If your 501(c)(3) status doesn't exempt your organization from sales tax, this may be set up to charge on orders in PatronManager
• Fees your organization pays
  • Credit Card Processing Fees: These are charged on all credit card transactions by the credit card companies themselves; exact rates vary by card company and payment processor, by they're roughly 3% of the transaction total
  • PM Fees: If you have a fee-based contract for PatronManager, these fees are charged per-ticket by Leap Event Technology Patron Management; consult your contract for specific rates

Different fees are charged at different times, depending on what kind of fee they are:

• Buyer Fees (also known as Item Fees or Order Fees): These are charged based on the rules you set in the Fee Setup Tab and / or the Fee field on your Price Levels when setting up events
• Sales Tax: If turned on, this will apply to all tickets, except for Event Instances that are marked as Non-Taxable
• Credit Card Processing Fees: These are charged on all credit card transactions by the credit card companies
  • If you're on Leap Merchant Services, your credit card processing fees are subtracted from your transaction total before your payout
• PM Fees: If you have a fee-based contract for PatronManager, these fees are charged based on ticket and / or subscription price on a weekly basis
  • If the end of the month falls on any day of the week besides Sunday, PM Fees will be charged twice that week: from the previous Monday to the last day of the month and from the first day of the month to the previous Sunday

If you'd like to pass off the credit card processing fee to your donors, you can do this by adding the 3% offset fee field to your Donation Forms.

Currently, the best way to pass off credit card processing fees to your patrons is to use the Fee Setup Wizard to create a fee that only applies if an order is paid by credit card. To do this, you could either:

• Use the first Item Fee slot in the Fee Setup Wizard to set up a rule to only charge on Ticket Orders with a Payment Method of Credit Card and set a Fee on each of your Price Levels equal to 3% of the Price
• Create an Order Fee in the Fee Setup Wizard to charge 3% of the average total of a Ticket Order to only charge on Ticket Orders with a Payment Method of Credit Card

You can also use the Fee Setup Wizard to create other fees to pass off to your patrons. For example:

• Create an Order Fee in the Fee Setup Wizard to charge an additional fee for Ticket Orders with a Delivery Method of Will Call or Ship to recoup the cost of ticket stock, envelopes, postage, etc.
• Create an Item Fee in the Fee Setup Wizard to charge fees for tickets to events in specific Venues if your venue charges you a fee

Alternatively, if you want to set up default fees for specific prices on your Price Levels, you can do so using Buyer Fee Schedules. These will be evaluated based on the first Item Fee slot in the Fee Setup Wizard.

Sure thing! We've got a bunch of resources on fees in the Help Tab, but here are some direct links to get you started:

• For credit card processing fees:
  • Reconciling Your Payouts from Leap Merchant Services
• For Buyer Fees (also known as Item Fees or Order Fees):
  • All About the Fee Setup Tab
  • How to Setup a New Fee and Edit Fees
  • Buyer Fees vs. PM Fees
• For PM Fees:
  • Buyer Fees vs. PM Fees
  • All About the PatronManager Settlement Report
• For Sales Tax:
  • All About Sales Tax