Billing in the CPM

Billing is an optional part of the Client Portal, which allows clients to view their invoices and total due. You can also opt to allow the client to view their project funds and make payments directly in the Client Portal.

In the Client Portal Manager, click the Billing section, and then click to enable billing. (To turn on billing the Client Portal, you must first have billing enabled in Filevine.)

Once you’ve enabled billing for your Org, you can select to enable or disable billing for each project type on the Client Portal Manager’s Overview page.

Billing and Payments Options

Once you’ve turned billing on in the Client Portal, you can customize your billing options in the Billing section. Toggle the available 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.

• send invoice notifications: when this option is turned on, the client will receive a SMS, email, or push notification (depending on their settings) when an invoice in their project is finalized in Filevine.

  

• 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.