The Client Portal now includes a Billing section, where clients can view their total due, invoices, and project funds amount. With Payments, clients can also pay invoices or add to project funds directly from the Client Portal. All payments made in the Client Portal are reflected in the Filevine project.
Billing Section Client View
The billing section appears as a section in the left side menu. In the billing section, clients can view their total due, due invoices, and a list of past paid invoices.
Clients can click on an invoice in the list to view the invoice PDF.
Depending on options selected in the Client Portal Manager, clients can also be given the option to view project funds, and to make payments to project funds or directly to invoices.
Invoice Payments
When a client clicks into a due invoice, if the relevant option is toggled on, they can click Pay Invoice to use Payments by Filevine and make a payment of the full invoice amount.
Project Funds
If the option is turned on, clients can also view a “Project Funds” section on the right. Payments made into and out of project funds are listed below the current available balance.
If given the option, clients can choose to Add Funds and make a payment of any amount.
Client Portal Manager
In the Client Portal Manager, click the Billing section to customize your options.
Billing and Payments Options
You can toggle the four options on to grant additional actions and access to clients:
- show project funds: when this option is toggled on, the client can view the “Project Funds” section, including the available balance and transactions into and out of project funds
- allow project funds payments: when this option is toggled on, the client can choose to Add Funds to the project funds and make a payment of any amount. This option requires Payments by Filevine, and cannot be turned on if show project funds is not turned on.
- allow invoice payments: when this option is toggled on, the client can choose to pay a due invoice from within the Client Portal. This option requires Payments by Filevine.
- show all voids: when this option is toggled on, all voided invoices, project funds entries, and payments are included for the client to view.
Roles
Access to the billing section can be managed using contact types (also called roles). Contacts in Filevine can have one or more contact type. Some common examples of contact types are client, attorney, insurance company, and medical provider.
In the billing section of the Client Portal Manager, you can select the roles (or contact types) you’d like to grant billing section access. For example, you may want to grant clients access to the billing section, but not other contact types like insurance companies or medical providers. You would then select Client from the dropdown. Only contact types marked a client would be able to access the billing section.
If a contact in Filevine has at least one of the selected contact types, they will be able to access the billing section. Access to the billing section is all or nothing—all clients with access will have the same options to view and make payments.
Note: Contact types are unique to your organization, and can be customized through the Contacts Setup Advanced tool.
Disable
To disable the billing section and hide it entirely from all clients, click Disable Billing at the bottom of the section. Click Disable to confirm.
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