CARET Legal supports the ability to share credit card processing fees with the cardholder. 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 cardholder 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 the Surcharge feature 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 by 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 CARET Pay 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 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 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 scroll 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.