Navigation: Click the link "go to portal" from any Client's blue snapshot panel

 

Once logged onto the Client Portal, from the Account Summary screen your client will be able to:

  • view their account summary

  • pay individual invoices or the full amount owed

  • pay online or through other methods

 

 

Click to enlarge

The Account Summary Explained >

An explanation of the Account Summary screen where clients can see their account balance and a list of any outstanding unpaid or part-paid invoices.

 

Can I Change the Wording on the Account Summary Screen? >

See how to change the wording above and below the account summary so you can add your own business payment instructions to your clients.

 

How do I Set Up my Portal so Clients can Pay Online? >

See how to change the wording above and below the account summary so you can personalize your client's experience.

Making a Payment via Stripe >

Find out how your clients can make online payments to you via Stripe, using their credit or debit card.

 

Making a Payment via Other Methods >

Find out how your clients can make payments to you via check, cash, direct bank transfer or PayPal.