How to Remove Processing Fees from Client Invoices

Follow these steps to stop payment processing fees from being added on top of your client's invoice total.

1. Open Building Blocks Press F on your keyboard or click Building Blocks in the left sidebar. → Look for the Building Blocks icon in the left sidebar

2. Click the Invoice Requests tab Inside Building Blocks, scroll right through the tabs at the top until you find Invoice Requests. Click it. → Scroll past Custom Terms Templates, Document Requests, and Case Documents

3. Select your invoice template Click the template you want to update, for example Post-Petition Chapter 7 (Joint) or Chapter 13 Attorney Fees. → Each template has its own settings, so select the one you want to change

4. Open Settings On the right panel, click Settings to expand it. → Look for the gear icon labeled Settings

5. Uncheck "Pass payment processing fees to contact" Make sure this box is unchecked. Your client will only be charged the invoice amount — no extra fees added. → You can click Show details to see the current processing fee rate

6. Save Click the blue Save button at the bottom. → Repeat these steps for every invoice template you use