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Can Clio Add Surcharges to a Bill for Credit Card Payments?

Objective:

  • Determine if it's possible to add a transaction fee when a client pays with a credit card
  • Can Clio automatically apply a transaction fee on behalf of the firm
  • Determine whether there is an option to automatically apply a transaction fee when a client pays via credit card
  • Service fee for Credit Card payment
  • Service charge for Clio Payments

Environment:

  • Clio Manage 

Additional Information:

n/a

Answer:

We do not have any functionality to support surcharging and cannot provide you with advice on the practice.

Credit and debit card surcharge permissions may vary by state, regulatory, or card network rules.

Local State Bars also have different regulations, contact your local Bar, a tax professional or your local government for further guidance on whether your area permits surcharges. Also review relevant rules and regulations from the relevant card brands (such as MasterCard or Visa).

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