Accepting Credit Card Payments in the Client Portal



Your clients now have the option to make payments directly through the Client Portal. 

After you've shared an Invoice with your clients, they will be able to see it in the Billing & Payments section of the Client Portal. To learn how to share Invoices through the Client Portal, click here. 

They will see the status of all of their invoices and will have access to all of the financial history between them and your practice. It's very easy for them to see their current balance and to make a payment.


They can choose to pay and will be prompted to enter their credit card information. If they plan on using that same credit card from then on, they can choose to Remember Card and to save it on their profile. 


Once their payment has been processed, the status of their Invoice will change to Paid.


Important details to know:

  • In order for your clients to make payments through the Client Portal, you must have your Stripe account set up. To learn how to do this, click here.
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