Optionally use Pluvel to bill your clients directly. We handle invoicing and payment collection, then pay you.
How it works
Set up billing for a client
Go to Client → Settings → Billing and configure their fee.
Client adds payment method
Client enters their credit card or bank account in their portal.
We charge them monthly
On their billing date, we charge the configured amount.
We pay you
Collected amounts are deposited to your bank account.
Setting client fees
For each client, configure:
| Setting | Description |
|---|
| Monthly fee | Fixed amount charged monthly |
| Billing day | Day of month to charge (1-28) |
| Start date | When billing should begin |
| Payment method | Card or bank account required |
Variable billing
For non-fixed fees:
- Enable Variable Billing
- Each month, set the amount before billing day
- Or connect to time tracking for automatic calculation
Fee structures
Support for multiple fee types:
| Type | Example |
|---|
| Flat monthly | $500/month |
| Flat + variable | $300 base + hourly overage |
| Percentage | 1% of revenue (set manually or connect data) |
| Transaction-based | $X per transaction (calculated automatically) |
Payment methods
Clients can pay via:
- Credit card — Visa, Mastercard, American Express
- ACH bank transfer — Lower fees, longer processing
Payment method on file
Clients enter their payment method in:
- Their portal → Settings → Payment Method
- Or you can enter it for them (with their permission)
Collecting payments
Automatic charging
With a payment method on file:
- We charge on the billing day
- Client receives a receipt
- You receive a payment notification
Manual invoicing
Prefer to send invoices instead?
- Disable auto-billing for the client
- Create invoices manually in Client → Invoices
- Send to client
- They pay online
Payouts to you
Collected payments are deposited to your bank:
| Payout frequency | Description |
|---|
| Daily | Payments deposited next business day |
| Weekly | All payments deposited on Friday |
| Monthly | All payments deposited on 1st |
Payout details
Each payout shows:
- Client breakdown
- Gross collected
- Processing fees
- Net deposited
Processing fees
Fees are deducted from client payments:
| Method | Fee |
|---|
| Credit card | 2.9% + $0.30 |
| ACH | 0.8% (max $5) |
- Gross: $500.00
- Fee: $14.80
- Net to you: $485.20
Encourage clients to use ACH for lower fees on larger payments.
Failed payments
When a client payment fails:
- We retry after 3 days
- Client receives notification
- You receive an alert
- After 3 failures, marked as failed
Handling failures
Options:
- Contact client to update payment method
- Manually create invoice for the amount
- Pause service until paid
Billing portal
Clients can manage their billing:
- View invoices and payment history
- Update payment method
- Download receipts
- See upcoming charges
Access via their portal → Settings → Billing.
Reporting
Track client billing:
- Revenue by client — What each client pays
- Collection rate — Successful vs. failed payments
- Outstanding — Unpaid invoices
- Trends — Revenue over time
View in Firm Dashboard → Billing → Reports.
Invoice clients
Create and send invoices to clients.
