Enabling Credit Card Surcharge
ServiceBridge clients must upgrade their existing CardConnect/Fiserv account to enable surcharging. Please send an email to signup@fiserv.com requesting the surcharge fee be added to your current account. In the email please submit the following information.
Merchant ID:
Merchant name:
Contact name:
Contact phone:
** If you have not applied for CardConnect please do so by filling out the form located a the bottom of the page here. You can also apply for the surcharging by filling out the form if you currently have CardConnect instead of sending an email. Using the form allows ServiceBridge support to track submissions that have been made.
A representative from CardConnect/Fiserv will be in touch to guide you through the process of adding the surcharge fee to your account.
Once integrated with a surcharge account, this will be indicated in Settings>Accounting>Payments:
ServiceBridge web and mobile applications will automatically apply the surcharge to eligible transactions.
Additional Notes
Your existing payment history with CardConnect/Fiserv will remain intact.
Merchants will need to sign an addendum before the switch.
No change is required for current card readers (VP3300 supports surcharging).
When added surcharge fee will also begin working at the first of the month once added to your account. Please plan accordingly.
Using the Feature
Once integrated with a surcharge account, ServiceBridge web and mobile applications will automatically apply the surcharge to eligible transactions.
Note: You are advised to add disclosure notice to your Estimates, Work Orders and Invoices or any other customer-facing documents. For example, you could add a notice to the Notes section, Terms of Service, etc. advising that a credit card surcharge will be applied.
For merchants in some states, a business must advertise the maximum price upfront. To do this enable the following setting in Settings>Accounting.
More information is available here: https://merchants.fiserv.com/en-us/products/merchants/surcharge/
Legal and Operational Compliance
Card type and ZIP Code are validated through our payment partner to ensure compliance.
Certain U.S. states and territories prohibit surcharges, including Connecticut, Massachusetts, Puerto Rico, and Armed Forces locations (AF, AE, AP, AA).
Specific legal requirements exist for merchants in New York and Colorado:
Colorado: Merchants must disclose the surcharge policy per state law.
New York: *** A this time we cannot accommodate NY law, we are working to make changes to the system comply with the law in NY state.
Important Items
State and Territory Restrictions:
Merchants in prohibited states/territories cannot enable surcharging. This also applies to card-not-present transactions for customers in these locations.
Legal Requirements:
New York State: *** A this time we cannot accommodate NY law, we are working to make changes to the system comply with the law in NY state.
Colorado: Merchants must comply with disclosure requirements about the surcharge.
California: Merchants must comply with disclosure requirements about the surcharge.
All other states: As a merchant, you are responsible for ensuring you comply with state legal requirements.
Disclosure Notices
As a merchant, you’re required to notify all customers that this fee will be applied if they pay by credit card.
Some states have specific requirements about how disclosure notices are worded. It is your responsibility to ensure you comply with the requirements in your state.
Surcharge Validation:
ZIP Code and card type validation may result in some transactions being excluded from surcharging, depending on the customer’s location and state laws.
No disabling of surcharge:
Once you sign up for a surcharging account, surcharge pass-through cannot be disabled.
Questions and Feedback
If you have any questions or feedback on this feature, please contact support@servicebridge.com.