Using the Client Portal to make credit card payments

Follow

Clients can make payments via the Client Portal, if you allow them to. You can turn this feature on or off on the client's Edit Client Info > Communication tab.

communication_tab.png

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. 

Clients will have access to all of their billing history and see if invoices need to be paid. It's very easy for clients to see their current balance and to make a payment.

 

After a client clicks Pay Now, they will be prompted to enter their credit card information. They also can check the box for Remember Card and to save that card to their profile for future use. 

 

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.
  • Clients can only pay their full balance amount or individual invoice amounts in the Client Portal. They can't make partial payments or choose a specific payment amount. 
Have more questions? Submit a request

Comments