Help centre/Get paid/Customer portal

Customer portal

What your customers see and can do.

• How the customer portal works

  What customers see when they click a link in an email or statement, and what you can let them do.

• Set up payment plans for a group

  Decide which invoices can be split into instalments, how many, how often, and whether to add a surcharge.

• How invoice queries work

  Record why a customer queries an invoice, who owns it and what happens next, and pause chasing until it is resolved.

• How payment promises work

  Record a customer's promise to pay by a certain date, pause chasing until then, and get told when the promise is broken.

• How payments work

  Connect Stripe, Pinch, RPS or a custom payment link, decide on processing fees and part payments, and see how a payment lands in Xero or QuickBooks.

• Let customers promise to pay from the portal

  Add a Promise to pay button to unpaid invoices in the customer portal, and what happens when a customer uses it.

• Let customers query invoices from the portal

  Add a Query this invoice button to the customer portal so problems reach the right person instead of being ignored.

• Payments in practice

  Short answers to the payment questions that come up most, from a customer paying twice to a Stripe payment that will not sync.