Portal invoices & payment

Steps

1. Customers see their invoices and balances.
2. They pay online with a secure method.
3. They review and approve proposals.
4. Payments and approvals are reflected back to your office.

Tips

• Letting customers pay on their own schedule, online, accelerates your cash flow.

Related guides

• Online payments Let customers pay invoices online with a secure link, plus support for recurring payments and multiple payment methods.
• Public proposal & approval Share a proposal as a secure web page customers can review and approve online, with the approval recorded for your records.
• Card on File Securely keep a payment method on file with customer consent to streamline recurring billing and reduce late payments.