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Convenience Fees

  • February 1, 2026
  • 2 replies
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We are using the surcharge feature and are charging convenience charges to our clients for any type of payment that incurs an additional fee. However, we do not add the surcharge/convenience fee on top of the retainer payments since they’re so large, we just take it out on the back end. Is there a way to have Fee Wise or Smokeball pay automatically add that charge to the fees section of that respective client? Just like we would with InfoTrack charges?

If that’s not a possibility, what is anyone else doing? Just manually add those fees to each individual client at the month’s end with the statement from Fee Wise? This is a bit tedious, especially since Fee Wise’s statement doesn’t list the client name, just the transaction ID.

I would be curious to know what others are doing in this regard.

Best answer by Chad Holaway

Hi,

Smokeball Payments offers the ability to automatically add surcharges to clients when they are using credit cards.  It’s a great way to pass on the processing fee in exchange for the convenience to the client for using their credit card.  This charge offsets on your invoice from SB Payments, so none of the surcharge actually hits your bank account.  You can find out more on how to activate here.

Best, 

Chad Holaway

2 replies

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Smokeball Team
  • Chad HolawaySmokeball Team
  • Smokeball Team
  • Answer
  • February 2, 2026

Hi,

Smokeball Payments offers the ability to automatically add surcharges to clients when they are using credit cards.  It’s a great way to pass on the processing fee in exchange for the convenience to the client for using their credit card.  This charge offsets on your invoice from SB Payments, so none of the surcharge actually hits your bank account.  You can find out more on how to activate here.

Best, 

Chad Holaway

L
  • louissennContributor
  • Author
  • Contributor
  • February 2, 2026

Thank you, Chad, and we are using those for our clients who we send invoices to. However, in cases like a retainer payment where we don’t want to add the charge on top, and we’ll just take that charge out on the backend, is there a way to have that charge associated with that payment still get reported to the client’s file, similar to how fees with InfoTrack are reprted directly to a client’s file? Thanks.

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