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Overview

The customer payment portal is a simple, secure page where customers can view their account balance, recent charges, add a tip, and pay online with a credit card. Each customer gets a unique payment link that you can share via text or email.
To accept online payments, you’ll need to connect your Stripe account first. Without Stripe, customers can still view their balance but can’t complete payments online.

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How it works

  1. You send a payment link to a customer using the Invoice action in the FAB
  2. Customer opens the link (no login required)
  3. Customer sees their current balance and can view recent charges
  4. Customer can add an optional tip if they have a balance
  5. Customer enters their card details and completes payment (when Stripe is connected)
  6. Payment is processed and a credit is automatically added to their account
1

Open the FAB menu

From a customer’s profile page or their billing history page, tap the floating action button (➕) in the bottom-right corner.
2

Tap Invoice

Select Invoice from the menu.
3

Select the customer

If you opened Invoice from a customer’s page, they’re already selected. Otherwise, search by name, email, phone, or address.
4

Send the message

A pre-filled message is ready with the customer’s unique payment link. Either:
  • Tap Compose SMS to open your messaging app with the message ready to send
  • Tap Copy Message to copy the full message to your clipboard
  • Tap Copy to copy just the link
The payment link shows real-time data. When you add charges or credits to the customer’s account, the balance on the payment page updates automatically.

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What customers see

The payment page shows different content based on the customer’s account balance:

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Zero balance

If the customer has no outstanding balance, they see a success message: “You’re all set! You have no outstanding balance.” Zero balance

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Credit balance

If the customer has a credit on their account, they see the credit amount displayed. Credit balance

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Outstanding balance

If the customer owes money, they see a full invoice with all outstanding charges listed, along with tip options and a payment form. Outstanding balance

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Payment page features

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Invoice with charges

When a customer has an outstanding balance, the payment page shows a complete invoice listing all charges with their dates and descriptions. Any taxes are broken out, and any payments already applied to each charge are shown as credits. Payment page with line items Invoice with charges, taxes, and credits Customers can print their invoice directly from the payment page by tapping the Print button in the top-right corner of the invoice. This opens the browser’s print dialog and produces a clean, print-friendly version of the invoice.

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Add a tip

When customers have an outstanding balance and Stripe is connected, they can optionally add a tip. The default is 20%, but they can choose:
  • No tip
  • 18%
  • 20% (default)
  • 25%
The total to pay updates automatically when a tip is selected. Default 20% tip 18% tip selected 25% tip selected No tip selected

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Payment form

When Stripe is connected, customers see a secure payment form where they can enter their credit card details and complete payment. Stripe payment form with tip Stripe payment form without tip The payment form is powered by Stripe and is fully PCI-compliant. Card details are never sent to Probase - they go directly to Stripe’s secure servers. Customers may be asked to consent to receive text message communications about their account and services. This consent is optional and not required to complete payment. TCPA consent checkbox

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When Stripe isn’t connected

If you haven’t connected Stripe yet, customers will see a message that online payments aren’t available. Stripe not connected They can still view their balance and recent charges, but they’ll need to contact you directly to arrange payment.

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Best practices

  • Send after completing work - Use the Invoice action right after finishing a job to let the customer see their charge and pay
  • Include in follow-ups - Send the link when following up on outstanding balances
  • Let customers bookmark it - The link never expires, so customers can return anytime to check their balance