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KCS - 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. 

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