Setting Up Payments

This article provides an overview of how to add Payments to a Filevine account.

An Org Admin can begin setting up Payments by clicking Main Menu > Advanced > Billing and selecting the Payments button in the top right corner. If you are an Org Admin, and you do not see a Payments button, reach out to your Filevine representative for assistance with adding Payments to your account.

In a new tab, you will be asked to confirm your information, agree to terms and conditions, and then click Continue.

You’ll be taken to the Payments App. In the Accounts section, click Finish Account Setup to fill out information for the next step: adding an account for processing fee collection.

This action routes you to Stripe’s interface, where you’ll be asked for a variety of data, which is used for identity verification and setup of your Payments account.

Set Up Fee Account

Connect the bank account you’d like to use to pay processing fees. To comply with IOLTA, this account cannot be a trust account. Once a fee account has been set up, you can begin adding trust account(s).

In the Stripe interface, you will be asked information including: 

• Mobile Number (for verification text)
• Email Address
• Business Specifics including name, entity type, address etc.
• EIN (Employee Identification Number)
• Website address
• Industry type
• Authorized Representative's name and social security number: Note that this should be someone who is authorized to act on behalf of the law firm. Usually this is a partner, but it is up to the discretion of the firm as to who they would like to list here.
• Bank Information: When you are asked for your bank information, select Enter bank details manually instead and provide your routing and account numbers.
  

Ensure that everything is correct and that Stripe has not flagged any errors. If you click Agree and Submit before all information is complete, you will be returned to the Payments App and will need to click Finish Account Setup again to edit or add information.

If there are any issues or missing information, return to the relevant section and click Edit to make corrections. Any missing or incorrect information will be highlighted in red, indicating where edits are needed.

When the information is complete, click Agree and Submit. You will be brought back to the Accounts section of the Payments App.

Set Up Additional Accounts

Now that the fee account has been added, you can add additional bank accounts. You must successfully add a fee account before adding more accounts.