Add a surcharge to an invoice

Learn how to add surcharges to your invoices, allowing you to easily pass on costs such as state 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

1. Select the gear icon and then select Firm Settings.
   
   
2. Select Invoice Settings and select the PDF Invoices tab. 
3. Navigate to the Surcharge section and apply the surcharge as a percentage or a flat dollar amount.
4. In the Apply to dropdown menu, select which types of billing items will receive a surcharge.
5. If you wish, customize how the surcharge is displayed on the invoice by editing the Label on invoice field.
6. Select Save.
   
   

You can overwrite the default surcharge settings for each matter by selecting the Override default surcharge settings checkbox in Invoice Settings on the Edit Matter page.

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 a toggleable 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 labeled as Surcharge on the PDF invoice. Note: 

• 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.
• The surcharge will also appear on an eInvoice.

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.
• Surcharges will also be accounted for in QuickBooks.