This feature will be coming soon for all Payments users. Project payment links allows clients to make payments directly into a Filevine project’s project funds, using either an open-ended link or a link for a specific amount.
These features are especially beneficial when clients need the flexibility to make payments in varying amounts or at different times.
Create a Project Payment Link
To request a payment into a given project, navigate to that project’s Billing section and select Project Funds. Click Request Payment.
In the flyout, you can review your outstanding balance, the project funds balance, and the trust account the project funds are linked to.
You have the option of requesting a Specific Amount or creating an Open-Ended Payment Link.
The Request Specified Amount option allows you to choose a precise amount to request from the client. This option generates a payment link similar to invoice links, which the client can click on to make a payment directly. The payment will automatically be logged in the project’s project funds. With this option, the user will only be able to pay the precise amount chosen, and they will not be able to partially pay that amount.
The Open-Ended Payment Link option creates a permanent link, similar to the generic link you can generate in the payments app. This link allows the client to pay any amount they wish at any time. The payment will automatically be logged in the project’s project funds.
In either case, when a customer makes a payment, the payment will be logged under Project Funds and the balance will be adjusted based on the amount provided.
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