Every firm has a default billing type that decides how its new clients are billed: Direct (the client pays the Fortis Pulse platform directly) or Firm-sponsored (the firm invoices the client outside Pulse and the client is excluded from platform revenue).
You set this default on the firm's page in the Admin Portal. It applies automatically when the firm adds a client in the Firm Portal or a client signs up through the firm's custom domain.
💡 Tip — Who can use this Platform administrators. The setting is per firm; each client can still be overridden individually from the client detail page.
Quick reference
| Step | Action |
|---|---|
| 1 | Open the firm's page in the Admin Portal |
| 2 | Choose the billing type in the Billing card |
| 3 | Understand what the setting affects |
Step 1: Open the firm's page
In the Admin Portal, go to Firms and click the firm you want to configure. The firm's page shows its details, capacity limits, and — for non-system firms — a Billing card.
Step 2: Choose the billing type
In the Billing card, pick one of the two options and click Set Billing Type:
- Direct — platform-billed. Clients the firm adds, and clients who sign up through the firm's custom domain, are billed by the platform. They appear in the platform revenue summary and can manage their own subscription and AI balance.
- Firm-sponsored — off-system (excluded from revenue). The firm handles billing with the client directly. Such clients don't see payment options in the app, and their revenue doesn't count toward platform totals.
The choice is recorded in the firm's audit log with the old and new value.
Step 3: Understand what the setting affects
📝 Note — New clients only Changing the firm's billing type does not change clients that already exist. Existing clients keep whatever billing type they have; you can adjust any single client on its detail page under Billing Ownership.
📝 Note — Sign-ups follow the firm's type On a firm-sponsored firm's custom domain, the public sign-up page is turned off entirely — visitors are directed to sign in instead. On a direct-billing firm's domain, new sign-ups are connected to the firm and billed directly.
📝 Note — Default behavior New firms start as Firm-sponsored, matching how firm-created clients have always been handled. Switch a firm to Direct when it should hand billing over to the platform.