Configure the Default Seller-Borne Bank Transfer Fee for a Buyer
Overview
Explains how to set the default seller borne bank transfer fee for a buyer, which is referenced as the initial value when creating a billing invoice.
Purpose
By setting a default seller borne bank transfer fee for each buyer, you can standardize the baseline amount referenced when creating a billing invoice on a per-buyer basis.
Use this to reduce the operational burden of having the person in charge determine and input the amount every time, and to prevent the process from becoming dependent on individual skills by standardizing the handling of fee settings.
Feature Description
You can use the amount set for each buyer as the initial value when creating a billing invoice
You can set an arbitrary amount as the default seller borne bank transfer fee for each buyer. The amount set for the buyer is referenced as the initial value when creating a billing invoice.
When creating a billing invoice, you can change it to any amount different from the default value.
The fee is treated as an amount excluding tax
The fee amount set for the buyer is treated as an amount excluding tax on the billing invoice.
When creating a billing invoice, you can apply any tax to the fee, and the amount after applying tax becomes the final fee.
The selectable taxes are determined by the taxes available in the maker's tax settings.
For instructions on how to create a tax, refer to Create a Tax Master.
The applied transfer fee is treated as the Applied Amount of Seller Borne Bank Transfer Fee on the billing invoice, and is deducted from the total billing amount.
The setting method has individual configuration and bulk configuration
There are two ways to set the default seller borne bank transfer fee: setting it individually for one buyer, and setting it in bulk for multiple buyers.
This manual explains how to set it individually for a single buyer.
To set it in bulk for multiple buyers, refer to Bulk Update Buyers with Quick Edit.
Instructions
You can configure the buyer's default seller borne bank transfer fee using the edit a buyer feature.
Navigating to the edit a buyer screen
- Click the Buyers menu.
- Click the Connected Buyers tab.
*It is open by default. - Search Buyers
You can filter buyers by entering conditions into each field. - Click the Edit button for the target buyer.
You will be redirected to the "Edit a Buyer" page.
How to fill out the form
Set the Default seller borne bank transfer fee in the Terms & Conditions section.
- Default seller borne bank transfer fee
Enter the amount excluding tax to set as the seller borne bank transfer fee.
Updating settings
After checking the settings, click the Update button.
Upon successful processing, the default seller borne bank transfer fee is updated with the configured details.
Important Notes
The amount set for the buyer can be changed when creating a billing invoice
The default seller borne bank transfer fee is treated as the initial value when creating a billing invoice.
If you input a different amount when creating a billing invoice, the input provided during billing invoice creation takes precedence.
The final fee amount includes the result of applying tax
Since the amount set for the buyer is treated as an amount excluding tax, if you apply a tax when creating a billing invoice, the amount after applying tax becomes the final fee.