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 Web App

Additional Information:

n/a

Answer:

No. If you wish to charge clients a transaction fee when they pay via credit card, it will have to be added to an invoice.