Users can now use Payments by Filevine in Lead Docket. This feature allows users to request and record payments from within Lead Docket, using the Payments by Filevine platform.
Set Up Payments
To make request payments, an Admin user must first set up payment types in the Service Catalog. Click Manage > Service Catalog > Add New.
Add a New Payment
Fill out the Add Service Catalog Item form. Choose a name for this payment, like “Retainer Fee.” Select an account from the dropdown.
Select the amount for the payment. This amount will be a default amount when you begin a payment request, but if you would like to be able to edit the amount at the time of sending a payment request, select that option below this field.
Fill out the email and text fields. These fields can utilize merge codes to create emails and SMS messages specific to the recipient. The email body field also includes additional formatting.
Once you’ve filled the fields to your satisfaction, click Save. This payment now appears in the Service Catalog list.
Service Catalog List
The Service Catalog section lists all created payment items.
Items in the Service Catalog list can be enabled or disabled by clicking the Enabled toggle. Click Edit to re-open the item’s form and adjust any of the fields.
Admin users can delete a service catalog item by clicking Delete.
Once Payments has been enabled, a lead will have a new Payments section, where you can view all payments and send payment requests.
The Payments section provides a list of all requested payments.
Send a Payment Request
Click Send a Payment Request to begin requesting a payment. In the modal, select the service and the recipient. If the recipient has both an email address and an SMS number, you will have the option of sending to either email or text.
If this service had the option Amount can be edited upon request then you will be able to edit the amount field. You can also edit the email or text body here if desired. Add any internal notes if desired, and click Send.
Once a payment request has been sent, it is listed in the Payments section, including:
- the date and time of the initial request
- the recipient
- the service type
- the amount
- the status: either “Sent” or “Completed”
- a paper plane icon, which you can click to resend the request
Once the recipient completed the request, the payment’s status will update to “Completed.”
The payment request is also reflected in the lead’s Messages section, where the email or SMS message will be listed.
Pay an Invoice
The recipient will receive either an email or a text, depending on the chosen method, with a link to a screen where they can pay the requested amount.
On the payments screen, the user can enter payment information and make the payment.
The request can be repaid using:
- a card
- A bank account (ACH)
- pre-authorized debit
- Google Pay
- Apple Pay
The user’s information will be authenticated and saved.