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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 see payment options. Each customer gets a unique payment link that you can share via text or email.

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How it works

  1. You generate a unique payment link for a customer
  2. Share the link with the customer via text, email, or other methods
  3. Customer opens the link (no login required)
  4. Customer sees their current balance and can view recent charges
  5. Customer can add an optional tip if they have a balance
  6. Customer sees payment options (payment processing coming soon)
1

Open the customer page

Go to Customers and click on the customer’s name.
2

Generate the link

In the Billing section, find Payment Link and click Generate Link.
3

Copy and share

Click Copy to copy the link to your clipboard, then share it with your customer via text or email.
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 as “Account credit: $XX.XX” Credit balance

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Outstanding balance

If the customer owes money, they see:
  • The outstanding balance amount
  • Option to view recent charges (expands to show last 20 billing line items)
  • Tip options
  • Payment form with card save and SMS consent options
Outstanding balance

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Payment page features

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View recent charges

Customers can click View recent charges to expand a list showing the last 20 billing line items on their account, including:
  • Amount
  • Tax
  • Description/notes
  • Date
Recent charges expanded

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Add a tip

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

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Payment options

The payment form includes:
  • Save card for future payments - Store the card securely for next time
  • SMS consent - Agree to receive automated payment reminders via text
Payment form
Payment processing is not yet active. The payment form is displayed but customers cannot complete payments at this time. This feature is coming soon.
If you need to create a new link and invalidate the old one:
  1. Go to the customer’s billing section
  2. Click the refresh icon next to Payment Link
  3. Click Generate Link to confirm
Regenerating a link immediately invalidates the previous link. Any bookmarks or saved links customers have will stop working.

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Best practices

  • Share after completing work - Send the payment link right after finishing a job
  • Include in follow-ups - Add the link when following up on outstanding balances
  • Text or email - Share via the customer’s preferred communication method
  • Customer bookmarks - Let customers know they can bookmark the link to check their balance anytime
The payment link never expires unless you regenerate it, so customers can return to it whenever they need to check their balance.