Payments App: Accounts

In the Payments App, select the Accounts section to view all bank accounts you’ve set up with Filevine Payments.

Tip

Payment processing fees are collected from a single dedicated account of your choosing. Set up this account in the Settings section.

• Accounts List
• Bank Account Setup

Accounts List

The Accounts section of the Payment App lists all the accounts that you’ve added. To edit an account’s information, click on the account’s vertical ellipsis and select Edit Stripe Account.

You can generate an open-ended link for clients to pay any chosen amount to the account. Click the vertical ellipsis next to the account and select Get Payment Link. Then, in the flyout, click Copy Link.

When clients open the link, they’ll be taken to a simple payments portal where they can enter the payment amount and a memo. Then, they’ll click Pay and enter their payment method to complete the transaction.

Tip

This is one of several types of payment links you can generate. To learn more about payment links, read the Payments by Filevine Overview article.

Bank Account Setup

In the Payments page, select Accounts from the left side menu. Click + Add Account in the top right corner.

Select your account type: standard or trust. Enter the account name.

Click Create Account, and follow the steps for the account onboarding process.

Once the account has been created in the Payments App, it will be available to select as a default deposit destination in the Billing Setup Advanced tool’s Payments tab.