Creating and Using Surcharges

Before creating a Surcharge for credit card transactions, ensure that the Surcharge Liability form has been completed by the customer.

Surcharge Liability Form Process


A restaurant surcharge is an additional fee added to a customer's bill on top of the menu prices. It is typically used to cover specific costs or regulatory requirements and is disclosed either on the menu, receipt, or posted signage. Unlike sales tax or tips, a surcharge is set by the restaurant itself and may be a fixed amount or a percentage of the total bill. 

Restaurants may apply a surcharge for various reasons, such as offsetting credit card processing fees, covering increased labor costs like minimum wage hikes or employee healthcare, or recovering from financial strain due to events like COVID-19 or inflation. Surcharges are also sometimes used for takeout or delivery to cover packaging or third-party service fees, for sustainability efforts like compostable materials, or during holidays and peak hours to manage higher operational costs.

Creating Surcharges in RM

In order to add a surcharge to a payment type in RM, you’ll start by logging into hub.hungerrush.com, selecting the store from the drop down at the top of the screen, and navigating to Manage > System.

From here, you’ll select the location from the Stores drop-down and under the Configuration menu, find the Surcharges subheading.

 

 

Now that you’re in the Surcharges window, start by naming your new surcharge, determining the price per surcharge, how it will be assessed (percentage or flat amount) in the Price Type field, Report Group, and associated Tax Type. For this example, we’ll create the standard Credit Card Fee. Once you’ve filled in all fields, click Add and Save to save your new Surcharge.

 

 

 

 

 

Next, you’ll need to assign Payment Types to the Surcharge. Do so by going back to the Surcharge subheading and clicking the Assign Payment Types tab and verify the correct surcharge is selected in the drop-down. Once here, move the desired payment types to the Surcharge Payment Types column by selecting the payment type and using the arrow to assign it. Click save to finish and push the change to the local level.

 

 

If you want the surcharge to only be added to specific order types, go back into Surcharges, and click the Assign Order Types heading. From here, you can move the desired order types over to the Surcharge Order Types column. Click Save to finish and push the changes to the local level.

 

 

If you need to edit a surcharge, simply go to the Surcharge subheading, and select the cog wheel next to it. After you’ve done so, click update to save your changes or cancel to lose any modifications.

 

 

Creating Surcharges in the POS

In the POS, navigate to Config>>System

 

 

From here, click on the Tax tab, then click Surcharges

 

 

Now that you’re in the Surcharges window, start by naming your new surcharge, determining the price per surcharge, how it will be assessed (percentage or flat amount) in the Price Type field, Report Group, and associated Tax Type. For this example, we’ll create the standard Credit Card Fee. Once you’ve filled in all fields, click Save to save your new Surcharge.

 

 

 

 

 

 

 

Next, you’ll need to assign Payment Types to the Surcharge. Do so by selecting the Surcharge you want to add the Payment Types to and clicking the Payment Types button. Once here, move the desired payment types to the Selected Payment Types column by selecting the payment type and using the arrow to assign it. Click ok to finish, then click Update on the Surcharge screen to save your changes.

 

 

If you want the surcharge to only be added to specific order types, click the Order Types button. From here, you can move the desired order types over to the Selected Order Types column by selecting the Order Type and using the arrow to assign it. Click ok to finish, then click Update on the Surcharge screen to save your changes.

 

 

If you need to edit a surcharge, select the Surcharge you wish to update, and then make your changes. After you’ve done so, click update to save your changes or close to lose any modifications.