Customer payment portal

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Overview

The customer payment portal is a simple, secure page where customers can view their invoices, see all 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. No login is required — customers just open the link.

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How it works

1. You send a payment link to a customer (using the Send Invoice button)
2. Customer opens the link (no login required)
3. Customer sees a list of their invoices
4. Customer clicks an invoice to view the full breakdown
5. For eligible invoices, the customer is first shown a service review page where they can rate the service and optionally add a tip
6. Customer enters their card details and completes payment (when Stripe is connected)
7. Payment is processed and applied to the invoice automatically

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Send a payment link

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What customers see

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Invoice list

When customers open their payment link, they see a list of their invoices and service reports. Each entry in the list shows one of the following: Invoices (with a dollar amount):

• Unpaid — balance is outstanding
• Partially paid — a payment has been made but the full balance is not yet covered (shows the remaining amount owed alongside the original total)
• Paid — fully settled

Service reports (no dollar amount):

• Completed — a $0 service visit from a subscription service. No payment is required; tapping it shows the service details.

They can tap any item to view details and, for invoices, complete payment. If a customer has no invoices or service reports, they see a “You’re all set!” confirmation message.

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Service reports

When you complete a subscription service appointment at no charge (for example, a visit included in a flat-rate monthly plan), customers see a “Service completed” entry in their portal. Before viewing the service details, customers are shown a quick “How was your service?” page where they can rate the experience and optionally add a tip. After rating (or if the service isn’t eligible for review), they see the full service report:

• The service name
• The property address
• The date of the visit
• Any service notes your crew added
• Photos taken during the job

This gives customers a record of every visit, even when no invoice is generated.

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Service review

For invoices tied to a completed service appointment, customers are first shown a “How was your service?” page before they can pay. This gives them a chance to rate their experience and optionally add a tip. Customers select a star rating (1–5 stars) and can optionally choose a tip percentage. Once they tap Continue to invoice, their rating is saved and their tip (if any) is added to the invoice. If an invoice is not eligible for review (for example, if the customer has already rated it), they go directly to the invoice payment page.

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Invoice detail and payment

When a customer opens an individual invoice, they see:

• Your business information (logo, name, address, phone, email, and website — whatever you’ve configured in Business Profile settings)
• Their name and billing address
• Invoice number and dates (issued, due)
• All line items with titles, quantity, and amounts
• Any carried-forward charges from previous invoices
• Subtotal, tax, any credits applied, total, and balance due

Line items show the quantity inline (e.g., QTY: 2). When a quantity is greater than 1, the unit price is shown below the item name and the total for that line is shown separately — giving customers a transparent breakdown. If the invoice is overdue, the page title shows “Pay past due invoice.”

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Tip options

When a customer has an outstanding balance and Stripe is connected, they can optionally add a tip. The default is 20%, but they can choose:

• No tip
• 15%
• 20% (default)
• 25%

The total to pay updates automatically when a tip is 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. 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.

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Communication consent (optional)

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.

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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. They can still view their invoices and charges, but they’ll need to contact you directly to arrange payment.

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Quote links

In addition to payment links, you can also share quote links with customers. A quote link lets customers view the full quote details and approve or decline it on their own — no login required. When a quote is in Sent status, a customer quote link appears on the quote detail page in Probase. Copy and share that link via text, email, or any other method. Customers can:

• Review the quote details and full pricing breakdown — base service, any additional line items, subtotal, tax, and total
• Tap Approve to accept the quote (the confirmation shows the full total including line items and tax)
• Tap Decline and select a reason (Too expensive, Found another provider, etc.)

If the quote has a valid-until date that has passed, customers see an expiration notice and are prompted to contact you for an updated quote. See Managing quotes for full details including screenshots of the customer quote experience.

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Best practices

• Send after completing work — Use the Send Invoice action right after finishing a job to let the customer see their charge and pay
• Follow up on overdue invoices — Re-share 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