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How Do I Pass the Credit card Processing Fee to the Client on a Trust Request?

Question:

  • Can I Add a Processing Fee charge to a Trust Request
  • I want the client to pay the credit card processing fee, how do I charge that on a Trust Request

Environment:

  • Clio Manage

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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