Learn how to add surcharges to your invoices, allowing you to easily pass on costs such as taxes and payment processing fees. Save time from manually factoring in fees and reduce the likelihood of charging the wrong amount to your clients.
Enable surcharges for all invoices
- Select the gear icon in the top-right corner, then select Firm Settings.
- Select Invoice Settings.
- Navigate to the Surcharge section and apply the surcharge as a percentage or a flat amount.
- In the Apply to dropdown menu, select which types of billing items will receive a surcharge.
- Optional: Customise how the surcharge is displayed on the invoice by editing the Label on invoice field.
Override default surcharges for a specific matter
You can override the Firm's default surcharge settings for any specific matter.
- Select Edit Matter button.
- Select the Override default surcharge settings checkbox in Invoice Settings to remove or enter a new surcharge.
Apply or remove a surcharge from an invoice
After you have configured the default settings, you can apply or remove a surcharge from an individual invoice:
- If a surcharge is enabled for the template or matter, then the draft invoice page will display an Apply surcharge checkbox.
- You can also select the pencil icon to modify the surcharge amount by a percentage or flat dollar amount.
If you choose to apply the surcharge, it will be labelled as Surcharge on the PDF invoice.
- Surcharge will change to the custom label you entered in the Label on invoice textbox.
- The surcharge will be included on PDF invoices generated individually or in bulk.
Did You Know
- Surcharges will be included on billing reports which provide invoice breakdowns, such as Matter Balances, Invoice History, Account Statements, and Income Allocation.