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Enable Surcharge for Client Portal Payments

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Billing & Payments
  • Licenses: Time & Billing

Important Notes:

  • Surcharging only applies to clients paying with a credit card in the Client Portal.
  • The surcharging feature is not available in Colorado, Maine, Massachusetts, or Puerto Rico.
  • This is only available for firms enrolled with our new third-party payment processor.

Enable Surcharge for Client Portal Payments

1. Go to your profile picture/initials and select Settings.

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2. Select the Billing Settings section.

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3. Click on the Payments tab.

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4. Toggle the switch to green to Enable surcharging for client portal payments.

Please Note: Clients receive a charge of 2.75% + a $.30 transaction fee for credit card payments in the client portal. Surcharging is not available for payments that you create. You still assume all fees for these payments.

Refunds: When a transaction is refunded, it also includes a refund for the processing fee.
Scheduled payments: Surcharges are not included in payments connected to recurring invoices.

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5. Click the Visa and Mastercard hyperlinks to submit the required Merchant Surcharge Forms.

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Please Note: Visa and Mastercard guidelines need you to submit surcharge forms 30 days before use. This is your responsibility to fill out the forms.

Merchant Surcharge Form Tip: Under Acquirer/Processor of the surcharge forms, enter Canopy as the company name.

6. Once you've submitted the forms for Visa and Mastercard, select Completed.

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Canopy Tip: Canopy entrusts you to follow Visa and Mastercard regulations. Canopy is not liable for non-compliance.

After completing the steps, the Enable surcharging for client portal payments toggle shows the date you submitted the forms. The gray toggle switches to green and activates surcharging 30 days after submitting the forms.

Enable Surcharge When Enrolling in Canopy Payments

When you enroll for Canopy Payments, surcharge options look like this:

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What Your Clients See

The surcharging feature is not yet available on the Client Portal mobile app.  A window populates when a client signs into the Client Portal on a browser. 

The message below displays for the client one time. After that, the client sees surcharge information when they make a payment.

This is what the window looks like: 

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Your clients have visibility on what processing fee is charged when making a credit card payment.

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