Payments App: Accounts

Navigate to the Payments page by clicking on the Payments button in the top right corner of the Billing Advanced tool. Click on the Accounts section to view all bank accounts you’ve set up with Filevine payments. 

• Accounts List
• Bank Account Setup

Accounts List

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

You can generate a link for payments to the account of any chosen amount. To generate a general account payment link, click the vertical ellipsis next to the account and select Get Payment Link. Then, in the flyout, click Copy Link. 

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. Fees for standard accounts will be deducted from that account. Fees for a trust account must be deducted from a selected standard account.

Note: Because a trust account must be linked to a standard account for processing fees, a standard account must be created before a trust account can be created. 

Enter the account name. For trust accounts, select the Fee Account: the bank account where the credit card transaction fees are drawn from. The fees must come from an existing standard account.

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

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