Billing with Surcharge
Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

Note: Surcharge will only be applied to payments made into your operating account at this time. To use Surcharge, you need to integrate your LawPay account with MyCase, and have Surcharge set up in LawPay. If you're already integrated, skip to the section: Viewing Surcharges.

Overview

A Surcharge is a fee a law firm adds to the total payment amount when a customer pays with a credit card. For instance, if the processing fee is 3%, the company will include a 3% Surcharge on the payment amount when a customer pays with a credit card. To learn more about Surcharge, view the Surcharge Basics article.

Integrating LawPay with MyCase

If you are not a LawPay customer, you may sign up for an account here. Once you have an account, proceed with the following steps:

  1. Go to the Integrations & Apps page in MyCase and click "connect to LawPay" on our LawPay integration card.

  2. Login to your LawPay account by entering your username and password.

  3. Designate which of your accounts in LawPay are trust or operating in MyCase. Then, click to connect.

Click here for step-by-step instructions.

Setting Up Surcharge

To set up Surcharge, call 800-459-5798 or email the LawPay support team. You are able to set up Surcharges for specific bank accounts.

Viewing Surcharges

Surcharges will appear once an invoice or requested funds that is eligible for surcharge has been paid. Surcharge amounts can be viewed on Invoices, the Payments > Transactions and Payments > Account Activity tabs, and various reports including: Electronic Payments, Aging Invoices and more.

Invoice Details > History table

Invoice PDF > Payment History

Electronic Payments Report

What will My Client See?

When clients enter their credit card number, they will see Surcharge listed as a credit card fee on the payment page.

Once a client makes a payment, they will receive a receipt that lists the Surcharge and total amount paid.

Surcharge and Quickbooks

If you have integrated with Quickbooks online, you’ll need to configure the following settings for payments with Surcharge to sync to Quickbooks:

  1. Manually create a Surcharge service item in Quickbooks, and link it to the appropriate income account. *To create a service item: click Settings > Products & Services > New > Service.

2. Open the Quickbooks sync modal in your MyCase account (located in the toolbar in the bottom left corner), select Settings > Advanced, and select the service item you created in the dropdown list for “Surcharge.”

Now, payments with surcharges will sync to Quickbooks automatically. The invoice total will increase to account for the surcharge amount, and you will see a new line item added under “Products and Services.” Please note that when there are multiple payments with surcharge on an invoice, you will see one line item per surcharge in Quickbooks.

FAQ

Who can use Surcharge?

Anyone, except if your practice is in New York, Connecticut, Massachusetts or Maine, there are laws against Surcharge, and firms cannot enroll in this program. To set up Surcharge, call 800-459-5798 or email our support team to set up Surcharge for specific processing accounts. Click here to learn more.

Please note: The terms and conditions of surcharge are subject to change. Please check in with your bar for the most up to date rules and regulations regarding surcharge.

How does Surcharge work?

Once surcharge is set up, when a client pays an eligible invoice or requested funds by credit card, the system will charge a surcharge fee on top of the balance due. This passes the processing fee on to the client. At this time, only invoices or requested funds paid into the operating account are eligible for surcharge.

Will Surcharge appear on an invoice?

A surcharge will only appear on an invoice once payment is received.. If the invoice has a partial or full payment, the surcharge amount for that payment will appear in the payment history table at the bottom of the invoice.

Can Surcharge be set up for payments going into the trust account?

No, surcharge will not be applied to payments made into your trust account through MyCase at this time.

Can Surcharge be set up for eCheck payments?

Not for invoices sent through MyCase, but it can be added to LawPay payment pages.

Can I turn Surcharge off for a particular client or invoice?

Not at this time. You can send these clients a LawPay payment page without surcharge, then reconcile these payments in MyCase.

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