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Billing with Surcharge

Jodi Hinkle
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Overview
Setting Up Surcharge
Viewing Surcharges
What Will My Client See
FAQ

Overview

A Surcharge is a fee a law firm adds to the total payment amount when a customer pays with a credit card. For instance, if the processing fee is 3%, the company will include a 3% Surcharge on the payment amount when a customer pays with a credit card. To learn more about Surcharge, view the Surcharge Basics article.

 

Setting Up Surcharge

To set up Surcharge, call 800-459-5798 or email our support team. You are able to set up Surcharges for specific operating accounts. Surcharging is unavailable for trust accounts.

 

Viewing Surcharges

Surcharges will only appear once an invoice has been paid. You can view Surcharge amounts on the Invoices, Payments > Transactions tab, and the electronic payment report. See examples below.

  • Invoice view page > history table
    Surcharge - Invoice Details.png
  • Invoice PDF > Payment History
    surcharge payment history.png
  • Electronic Payments report
    Surcharge - Electronic Payments Report.png


What will My Client See?

If you have a surcharge set up, when clients pay their invoice, if they enter a Credit Card number, they will see the Surcharge listed as a Credit Card Fee on their payment page.

surchargeinvoice.png

Once a client makes a payment, they will receive a receipt that lists the Surcharge and total amount paid.

surcharge invoice.png

 

FAQ

Who can use Surcharge?

Anyone, except if your practice is in Connecticut, Massachusetts, Maine, New York, or Puerto Rico. There are laws against Surcharging in these states.

To set up Surcharge, call 800-459-5798 or email our support team to set up Surcharge for specific processing accounts.


How does Surcharge work?
Once Surcharge is set up, whenever a client goes to pay an invoice by Credit Card, the system will charge a Surcharge fee on top of the balance due. This passes on the processing fees to the client.

Will the Surcharge be on the invoice?
A surcharge will be included on the invoice once payment is received from the client. If the invoice has a partial or full payment, then the Surcharge amount for the payment will appear in the payment history table at the bottom of the invoice.

Can Surcharges be set up for eCheck payments?
Not for invoice payments, but it can be added to payment pages.

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