Skip to content
Glade.Ai Help Center home

How to Remove Processing Fees from Client Invoices

You can choose whether clients pay a processing surcharge on top of the invoice, or whether your firm absorbs those fees. Unchecking Pass payment processing fees to contact means the client only pays the invoice amount you set.

Two places matter: the invoice template (for new invoices going forward) and the invoice itself (for ones already issued). Changing the template alone does not flip the setting on invoices that already exist.

What “absorbing” fees actually does

When you turn pass-through off, the client is not charged a surcharge at checkout. Processing fees still exist — Confido (or your processor) totals them and typically withdraws the month’s fees from your operating account (never trust). For the full Confido breakdown of gross vs. net and month-end withdrawals, see How Glade's payment fees work with the Confido Integration.

Option A — Update an invoice template (going forward)

Use this so every new invoice created from that template stops passing fees to the client.

  1. Open Building Blocks — press F or click Building Blocks in the left sidebar.

  2. Open the Invoice Requests tab — scroll the tabs at the top until you find Invoice Requests (past Custom Terms Templates, Document Requests, and Case Documents).

  3. Select the template you want to change (for example Post-Petition Chapter 7 or Chapter 13 Attorney Fees). Each template has its own payment settings.

  4. Expand Settings on the right panel (gear icon).

  5. Uncheck "Pass payment processing fees to contact." Optionally open Show details to see the current processing fee rates.

  6. Save. Repeat for every invoice template that should absorb fees.

Note: Labels like Building Blocks, Invoice Requests, and the exact checkbox wording are Glade UI strings — confirm they still match what you see if your firm is on a newer Glade 2.0 build.

Option B — Update an invoice that’s already out

Template changes only apply to invoices created after you save. Active invoices created earlier keep whatever fee flag they had when they were issued.

  1. Open the case / workflow and go to the invoice that still shows a processing surcharge.

  2. Find Fee Handling / payment settings on that invoice (same "Pass payment processing fees to contact" control used on templates).

  3. Uncheck the box and save. The client should then only see the invoice amount at checkout.

If you need this flipped on a long list of already-issued invoices, ask Glade support or G — there isn’t a self-serve bulk toggle for every firm yet.

Key details

  • Per template, then per invoice. Different templates can pass or absorb fees differently. The flag is copied onto the invoice when it’s created.

  • Going-forward vs. already issued. Unchecking on the template does not rewrite old invoices. Update those invoices one by one (Option B) if clients are still seeing a surcharge.

  • You’re still on the hook for processor fees. Absorbing means the client isn’t surcharged; your firm covers the month-end processor bill from operating.

FAQ

Q: I unchecked the box on the template, but a client still sees a fee. Why?
A: That invoice was almost certainly created before the template change. Open that specific invoice and uncheck the same setting there (Option B).

Q: Does turning this off mean Confido stops charging fees entirely?
A: No. It only stops adding the surcharge to what the client pays. Your firm still owes the processor’s fees, usually withdrawn monthly from operating. See the Confido fees article linked above.

Q: Can G (Glade chat) flip this for me?
A: In many cases yes — ask G to remove processing fees from a specific invoice. You can still do it yourself from the invoice or template settings.

Related