Credit card fees

Credit card fees in Sage Intacct are financial transactions that capture finance charges and other fees for a credit card, such as late charges or monthly interest fees.

For more information, read about credit card finance charges and fees in the Sage Intacct Help Center.

List credit card fees

get/objects/cash-management/credit-card-fee

Returns a collection with a key, ID, and link for each credit card fee. This operation is mostly for use in testing; use the query service to find objects that meet certain criteria and to specify properties that are returned.

SecurityOAuth2
Responses
200

OK

201

Created

400

Bad Request

401

Unauthorized

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "1718",
      • "id": "1718",
      • "href": "/objects/cash-management/credit-card-fee/1221"
      },
    • {
      • "key": "1717",
      • "id": "1717",
      • "href": "/objects/cash-management/credit-card-fee/1222"
      },
    • {
      • "key": "3228",
      • "id": "3228",
      • "href": "/objects/cash-management/credit-card-fee/1223"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create a credit card fee

post/objects/cash-management/credit-card-fee

Creates a new credit card fee transaction.

SecurityOAuth2
Request
Request Body schema: application/json
required
txnDate
required
string <date>

Date when the credit card fee transaction occurred.

Example: "2024-01-23"
object

Credit card account in which to record the credit card finance charges or other fees.

id
required
string

Identifier for the credit card account.

Example: "AMEX CARD 08235546"
key
string

Unique key for the credit card account.

Example: "3"
referenceNumber
string

Reference number for the credit card fee transaction, such as the transaction number for the fee or charge from a credit card statement.

Example: "Fee Reference 102390"
description
string or null

Description of the credit card fee transaction.

Example: "Fee for credit purchase at Office Supplies Inc"
object
exchangeRateDate
string <date>

Exchange rate date

Example: "2014-01-08"
exchangeRateTypeId
string

Exchange rate type

Example: "Intacct Daily Rate"
exchangeRate
number

Exchange rate

Example: 0.78
baseCurrency
string

Base currency

Example: "USD"
txnCurrency
string

Transaction currency

Example: "GBP"
isInclusiveTax
boolean
Default: false

Indicates whether the credit card fee transaction is inclusive of tax. Only applies if the txnType is other fees. (Taxes subscription)

Example: true
object

Tax solution used to calculate and capture taxes on this transaction. (Taxes subscription)

key
string

Unique key for the tax solution.

Example: "4"
id
string

Identifier for the tax solution.

Example: "Australia GST"
object

Supporting document attached to this credit card fee transaction.

key
string

Unique key for the attachment.

Example: "18"
id
string

Identifier for the attachment.

Example: "18"
Array of objects

Line items for the credit card fee transaction.

Array
txnAmount
required
string <decimal-precision-2>

For multi-currency companies, the amount of the credit card fee line in the transaction currency.

Example: "11.99"
required
object
totalTxnAmount
string <decimal-precision-2>

For multi-currency companies, amount of the credit card fee line, including tax. (Taxes subscription)

Example: "100.99"
description
string or null

Additional information about the credit card fee line.

Example: "Late payment fees applied to the credit card."
object

Currency details for the credit card fee line.

object

Base location for the credit card fee line in a multi-entity company.

object
object

Label for the Accounts Payable (AP) account associated with the credit card fee line.

object

Credit card fee containing the credit card fee line.

status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Array of objects

Tax Entries for the credit card fee line. (Taxes subscription)

Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "txnDate": "2024-01-23",
  • "referenceNumber": "9AB0212788Z",
  • "description": "Fee for purchasing ad-hoc software.",
  • "isInclusiveTax": true,
  • "currency": {
    • "txnCurrency": "USD",
    • "baseCurrency": "USD"
    },
  • "taxSolution": {
    • "key": "5",
    • "id": "Canadian Sales Tax - SYS"
    },
  • "creditCardAccount": {
    • "id": "VISA-002"
    },
  • "attachment": {
    • "id": "18"
    },
  • "lines": [
    • {
      • "txnAmount": "550.00",
      • "totalTxnAmount": "500.00",
      • "description": "Purchasing fee",
      • "glAccount": {
        },
      • "dimensions": {
        },
      • "taxEntries": [
        ]
      }
    ]
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "501",
    • "id": "501",
    • "href": "/objects/cash-management/credit-card-fee/501"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get a credit card fee

get/objects/cash-management/credit-card-fee/{key}

Returns detailed information for a specified credit card fee transaction.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the credit card fee.

Example: 134
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "563",
    • "key": "563",
    • "creditCardAccount": {
      • "id": "A0000004"
      },
    • "txnDate": "2024-01-26",
    • "referenceNumber": "CCFee-001",
    • "description": "Credit card fee for 02993",
    • "currency": {
      • "baseCurrency": "USD",
      • "txnCurrency": "USD"
      },
    • "totalEntered": "500.00",
    • "txnTotalEntered": "500.00",
    • "reversedBy": {
      • "id": null,
      • "key": null,
      • "reversalDate": null
      },
    • "reversalOf": {
      • "id": null,
      • "key": null,
      • "txnDate": null
      },
    • "state": null,
    • "reconciliationState": "uncleared",
    • "audit": {
      • "createdDateTime": "2025-04-11T12:56:46Z",
      • "modifiedDateTime": "2025-04-11T12:56:46Z",
      • "createdByUser": {
        },
      • "createdBy": "159",
      • "modifiedByUser": {
        },
      • "modifiedBy": "159"
      },
    • "attachment": {
      • "id": null,
      • "key": null
      },
    • "isInclusiveTax": false,
    • "taxSolution": {
      • "key": "5",
      • "id": "Canadian Sales Tax - SYS",
      • "href": "/objects/tax/tax-solution/5"
      },
    • "lines": [
      • {
        }
      ],
    • "href": "/objects/cash-management/credit-card-fee/563"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update a credit card fee

patch/objects/cash-management/credit-card-fee/{key}

Updates an existing credit card fee transaction by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the credit card fee.

Example: 134
Request Body schema: application/json
object

Credit card account in which to record the credit card finance charges or other fees.

key
string

Unique key for the credit card account.

Example: "3"
id
string

Identifier for the credit card account.

Example: "AMEX CARD 08235546"
referenceNumber
string

Reference number for the credit card fee transaction, such as the transaction number for the fee or charge from a credit card statement.

Example: "Fee Reference 102390"
txnDate
string <date>

Date when the credit card fee transaction occurred.

Example: "2024-01-23"
description
string or null

Description of the credit card fee transaction.

Example: "Fee for credit purchase at Office Supplies Inc"
object
exchangeRateDate
string <date>

Exchange rate date

Example: "2014-01-08"
exchangeRateTypeId
string

Exchange rate type

Example: "Intacct Daily Rate"
exchangeRate
number

Exchange rate

Example: 0.78
baseCurrency
string

Base currency

Example: "USD"
txnCurrency
string

Transaction currency

Example: "GBP"
isInclusiveTax
boolean
Default: false

Indicates whether the credit card fee transaction is inclusive of tax. Only applies if the txnType is other fees. (Taxes subscription)

Example: true
object

Tax solution used to calculate and capture taxes on this transaction. (Taxes subscription)

key
string

Unique key for the tax solution.

Example: "4"
id
string

Identifier for the tax solution.

Example: "Australia GST"
object

Supporting document attached to this credit card fee transaction.

key
string

Unique key for the attachment.

Example: "18"
id
string

Identifier for the attachment.

Example: "18"
Array of objects

Line items for the credit card fee transaction.

Array
totalTxnAmount
string <decimal-precision-2>

For multi-currency companies, amount of the credit card fee line, including tax. (Taxes subscription)

Example: "100.99"
txnAmount
string <decimal-precision-2>

For multi-currency companies, the amount of the credit card fee line in the transaction currency.

Example: "11.99"
description
string or null

Additional information about the credit card fee line.

Example: "Late payment fees applied to the credit card."
object

Currency details for the credit card fee line.

object

Base location for the credit card fee line in a multi-entity company.

object
object

Label for the Accounts Payable (AP) account associated with the credit card fee line.

object
object

Credit card fee containing the credit card fee line.

status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Array of objects

Tax Entries for the credit card fee line. (Taxes subscription)

Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "description": "Fee for purchasing tickets.",
  • "isInclusiveTax": false,
  • "lines": [
    • {
      • "key": "142",
      • "totalTxnAmount": "500.00",
      • "description": "Fee for purchasing tickets",
      • "taxEntries": [
        ]
      }
    ]
}
Response samples
application/json
{
  • "ia::result": {
    • "id": "563",
    • "key": "563",
    • "href": "/objects/cash-management/credit-card-fee/563"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Reverse a credit card fee

post/workflows/cash-management/credit-card-fee/reverse

When a credit card fee has been issued and is in a posted state, it can be reversed.

When a credit card fee is reversed, the original posted transaction immediately enters the reversal state. It transitions to the reversed state once the reversal date is reached.

A reversal transaction is also created in the reversal state when you reverse a credit card fee. The state of the reversal transaction does not change.

For more information, see reverse a credit charge or fee in the Sage Intacct Help Center.

SecurityOAuth2
Request
Request Body schema: application/json
reversedDate
required
string <date>

Date of transaction reversal.

Example: "2024-01-23"
key
required
string

System-assigned key for the credit card fee.

Example: "518"
notes
string

Notes or comments about this transaction reverse.

Example: "Reversed the credit card fee for duplicate entry"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "key": "518",
  • "reversedDate": "2024-01-23",
  • "notes": "Reversed the credit card fee for duplicate entry"
}
Response samples
application/json
{
  • "key": "519",
  • "id": "519",
  • "href": "/objects/cash-management/credit-card-fee/519",
  • "state": "reversedN"
}