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Track Payment Processor Fees with Webgility Desktop
Track Payment Processor Fees with Webgility Desktop

Learn to configure Webgility to track PayPal or Stripe payment fees.

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Steps:

1. Navigate to Integrations > Accounting/POS/ERP > Posting Settings.

2. Click on Expenses & Fees. Then, select I want to record payment fees and I want to refund recorded payment fees.

3. To connect to PayPal or Stripe, click on the gear icon in the top right.

4. You can record fees as Bill Paid, Bill Unpaid, Check, or Line Items in sales transactions.

5. If you select Check, you will need to provide your Bank account and Default payee, along with some optional details.

6. You can select posting settings based on payment methods.

7. If you select Bill, you will need to provide a Default vendor and Expense, along with some optional details.

8. You will be able to see payment processor fees in the order details view in the Payment Processor Fee tab.

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