Billing Setup

This article provides an overview of how to configure Filevine’s Billing feature, including an overview of the Billing Setup Advanced tool, and instructions on how to set up project-level billing. To enable Billing in your Org, contact support or ask your Filevine representative. You can also watch the Time & Billing training videos to learn more. 

Billing Setup Advanced Tool

In the Billing Setup Advanced tool, you can configure Org-level billing functionality. To navigate there, click Advanced > Billing Setup. 

The Advanced tool contains five sub-sections: Rates, Invoices, Payments, Email, and Codes.

• Rates: In the Rates subsection, you can create and assign rate schedules, including adding expenses and settings hourly rates. Learn more about setting up rate schedules.
  In the second tab, Access, you can set user access to view rates.
• Invoices: In the Invoices subsection, you can upload a custom invoice template and configure additional settings to enable emailing, configure LEDES-compatible invoices, and more. To upload a template, in the Invoice Templates section, download the default template, edit it, and upload your desired custom template. Read the Invoices article for step-by-step creation of a custom invoice template and more details about the additional settings.
• Payments: In the Payments subsection, you can manage invoice terms, automatic payment application, and automatic payment creation from project funds. Learn more about the Payments tab.
• Email: In the Email subsection, you can choose your Reply-To Email.
• Codes: To define codes that can be assigned to billing items, such as LEDES codes, click on the Codes subsection and enter the codes you’d like to use, along with their descriptions, and assign the tables of codes to time entries and expenses accordingly. Learn more about billing codes.

Add a Billing Section to the Project

To use timekeeping and billing features, the built-in section of the Billing type must be added to a project template in the Customs Editor. Follow the steps below:

1. Navigate to the Sections tab in the Customs Editor. Navigate to the Customs Editor by clicking on the main menu in the top left, and clicking Advanced. Next, click Customs Editor on the lefthand side. Select the project type that you would like to add this section to.
2. Add a Billing section. In the Sections tab, click Create New Section in the top right corner. Choose the name and icon for the section, and in the Section Type dropdown menu, choose Billing (Built-in). Click Save. The Billing Section will now appear in projects of this type.
   

To view the project-level Billing section, navigate to the project and click the Billing Section on the lefthand side (it will appear as whatever you have named it). This built-in section contains a summary, a space to enter time, expenses, and fees, and project-specific billing settings. Learn more about this section in the project-level Billing article.