Free transition templates

Card surcharge transition templates

Practical templates for customer communication, provider negotiation, adviser discussions and rollout planning.

What is included

Use these templates with the FeeReady calculator to turn a numeric result into a practical transition plan for customers, staff, advisers and payment providers.

Customer notice

Plain-English signage, invoice and website wording.

Open template

Provider email

A quote-request structure for written post-October pricing.

Open checklist

Adviser brief

A report structure for accountants, bookkeepers and BAS agents.

Open adviser page

Rollout checklist

  1. Run FeeReady using recent sales and merchant-fee data.
  2. Save or print your one-page report.
  3. Ask your provider for written post-change pricing.
  4. Review pricing impact with your accountant or adviser.
  5. Update customer communication and staff scripts.
  6. Check the first new merchant statement and revise assumptions.

Start with your numbersRead the small-business guide