Per-Client Billing

Bill your clients through Pluvel.

Optionally use Pluvel to bill your clients directly. We handle invoicing and payment collection, then pay you.

How it works

1. Set up billing for a client

   Go to Client → Settings → Billing and configure their fee.

2. Client adds payment method

   Client enters their credit card or bank account in their portal.

3. We charge them monthly

   On their billing date, we charge the configured amount.

4. 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:

1. Enable Variable Billing
2. Each month, set the amount before billing day
3. 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?

1. Disable auto-billing for the client
2. Create invoices manually in Client → Invoices
3. Send to client
4. 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

Set your preference in Firm Settings → Billing → Payouts.

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)

Example: $500 charge via credit card

• 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:

1. We retry after 3 days
2. Client receives notification
3. You receive an alert
4. 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.