Client Portal Billing

In the Client Portal’s Billing section, 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

If Billing has been enabled in the CPM, the billing section will appear as a section in the portal’s main 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.