Vinesign and Payments Integration

Vinesign can integrate with Payments by Filevine to help you seamlessly request payments or deposits with document signatures. Once the recipient finishes signing, they are automatically directed to make a payment.

To set up the integration, reach out to your Filevine representative.

• Sending Payment Requests
• Signer Experience
• View in Filevine

Sending Payment Requests

When you’re sending a document in Vinesign, you can add a payment request.

Heads Up!

Payment requests are not supported for documents with more than one recipient.

In the Send step of document creation, find and select the Payments Request section. Select Send Payment Request, and then fill in the following information.

1. Add the amount. Enter the exact amount the signer will pay after signing.
2. Add the reason for the request. Enter the type of payment the signer is making. For example, this could be a security deposit or retainer fee. This reason is shown to the signer when they are prompted to make a payment.
3. Select an account. Choose which bank account to deposit the payment funds into.
4. Select the funds destination in Filevine. For Filevine-integrated firms, choose whether to display the payment in project funds or as a payment transaction. Make sure to select the associated project in the Document Information section.

Signer Experience

After the signer receives and signs the document, they are automatically redirected to make a payment. Whatever you entered in the “Reason for request” field is displayed to the signer here.

When the signer clicks Make Payment, they are taken to Filevine Payments, where they can enter their payment method and complete the requested payment.

If the signer does not complete the payment within 10 minutes of signing, they will receive an email or text—whichever method was used to send them the document—with a reminder and a link to complete the payment.

View in Filevine

Once the signer has paid, Filevine-integrated firms can view the payment in the project’s Billing section.

If you selected Project Funds as the destination, navigate to the Project Funds tab to view the payment.

If you selected Payments as the destination, navigate to the Summary tab to view the payment underneath the Transactions header.