CARET Legal supports the ability to share credit card processing fees with the card holder. Surcharge can be set for all new clients by default, on a matter-by-matter basis, or by contact. If Surcharge is on for a matter, any invoices/retainer requests for that matter will add a surcharge fee to the invoice/retainer requests if the card holder pays using a credit card.
NOTE: Customers must make sure they are abiding by state and their bar association rules when turning on surcharge for a matter.
Turning on Surcharge for the firm
- Go to Firm Settings > Billing & Accounting > CARET Payments Integration > Surcharge tab
- Click on the control toggle to enable surcharge.
- This toggle will turn on surcharge for new Clients created after this option is turned on. Existing Clients and Matters are not affected with this option. To turn-on surcharge for individual existing matters see Matter Options.
- The manage surcharge button will show a list of matters and their surcharge state, on or off.
NOTE: When first turning on surcharging, your account will require additional registration handled by our APX Team.
Enabling Surcharge for your clients
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From Contacts > Billing tab: This setting allows you to change the surcharge setting for all matters with the contact as a primary client.
- By turning this on, all existing matters for this client will have surcharge enabled, and all new matters for for this client will also have it turned on.
- By turning this on, all existing matters for this client will have surcharge enabled, and all new matters for for this client will also have it turned on.
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Matter details > Options: You can change the surcharge setting for a specific matter in the matter options tab and scrolling to the billing options. Be sure to click 'Update' at the very bottom to ensure your settings are saved!
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Matterscapes: The surcharge setting can also be updated in the Matter list using Perform Bulk Actions.