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
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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.
See how to change the wording above and below the account summary so you can add your own business payment instructions to your clients.
See how to change the wording above and below the account summary so you can personalize your client's experience.
Find out how your clients can make online payments to you via Stripe, using their credit or debit card.
Find out how your clients can make payments to you via check, cash, direct bank transfer or PayPal.