This article outlines the rules for surcharging and what to be aware of prior to passing fees on to clients.
Prerequisites
Surcharging is designed to comply with applicable rules and regulations. For a more detailed look at these rules, see our surcharging guide by state.
Your firm must be enabled for surcharging by Confido Legal.
If you do not see this option in Settings > Firm Settings, contact support@confidolegal.com to enable surcharging.
Card Brand Rules
Notify Visa & Mastercard of your intent to surcharge. Confido Legal notifies them on your behalf so you don't need to do any additional work.
When refunding payments where the client originally paid the surcharge fee, you will also need to refund the fee amount. In the event of a partial refund, the fee refund should be prorated.
Do not apply a surcharge to debit card payments. Confido Legal will only apply surcharges to confirmed credit card payments.
Inform the client of the surcharge amount prior to the client completing the payment. This is covered by Confido Legal's statement on each payment page.
Other things to consider
All surcharged fees will be deposited to your operating account and will be withdrawn at the end of the month as part of normal fee billing.
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