> ## Documentation Index
> Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Customer payment portal
> Give customers access to view their invoices and pay online
## 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.
To accept online payments, you'll need to [connect your Stripe account](/billing/stripe-setup) first. Without Stripe, customers can still view their invoices but can't complete payments online.
## 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
## Send a payment link
From the **Money** page, click on an invoice to open it. Or from a customer's profile, find the invoice in the **Invoices** section.
Tap **Send Invoice**. This sends the invoice and opens the SMS sharing modal.
A pre-filled message is ready with the customer's unique payment link. Either:
* Tap **Send SMS** to open your messaging app with the message ready to send (shown when a phone number is on file)
* Tap **Copy Message** to copy the message to your clipboard (shown when no phone number is on file)
* Tap **Copy** to copy the message — including the payment link — to your clipboard
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.
## What customers see
### 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.
### 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. Tips on service reports work the same way as on invoices — the tip selector only appears once the customer rates, with three percentage presets plus an **Other** option for a custom dollar amount.
After rating (or if the service isn't eligible for review), they see the full service report:
* An **AI-generated service summary** describing the work performed in plain language (when available)
* The service name and property address for each appointment
* The date of each visit
* Photos taken during the job
The AI summary is written automatically from the notes your crew enters when completing the appointment. It gives customers a clear, readable account of the visit without exposing your internal notes. This gives customers a record of every visit, even when no invoice is generated.
### Checklist Service Report
If you use [checklists](/checklists/overview) and mark items to include in the customer summary, those filled-in items appear as a **Service Report** — showing the readings, completed tasks, and even a customer signature (labeled **Signed by customer**) captured on the visit. On the invoice, the Service Report is folded into the **Service Summary** card at the bottom of the page, appearing directly beneath the summary text and after-photos.
This gives customers a professional, itemized record of exactly what was done. You control which items appear when you build the checklist — see [The customer Service Report](/checklists/completing-checklists#the-customer-service-report).
### 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, optionally add a tip, and preview the full invoice they're about to pay.
The page is laid out as a single, scrolling experience:
1. **Star rating at the top.** Customers tap 1–5 stars to rate their service. No tip selector is shown until a rating is chosen.
2. **Tip selector (appears after rating).** Once the customer rates, three preset percentage buttons appear — **15%**, **25%**, and **20%** — alongside a full-width **Other** button for a custom dollar amount. Nothing is pre-selected, so customers who don't want to tip simply leave the section untouched.
3. **Balance Due card.** Directly below the tip selector, customers see the same **Balance Due** card they'd see on the payment page — their name and billing address, invoice number and dates, line items, totals, and the balance due. They can preview exactly what they're about to pay before continuing.
4. **Service Summary card.** Below the Balance Due card sits a separate **Service Summary** card (when there's anything to show) — the plain-language summary of the work, any after-photos, and the checklist [Service Report](#checklist-service-report). This card always renders last, beneath the balance and payment area.
5. **Floating "Continue to payment" button.** The CTA sticks to the bottom of the screen on mobile and desktop so it's always within reach.
If a customer wants to enter a custom tip amount, they tap **Other** to reveal a dollar-amount input.
Once the customer taps **Continue to payment**, their rating is saved, the tip (if any) is added as a line item to the invoice, and they're taken to the payment page. The chosen tip carries through to the invoice — they won't be asked to pick a tip again.
If an invoice is not eligible for review (for example, if the customer has already rated it or already paid), they go directly to the invoice payment page.
### Invoice detail and payment
When a customer opens an individual invoice, the page is laid out top-to-bottom as:
* Your business information (logo, name, address, phone, email, and website — whatever you've configured in Business Profile settings) shown above the cards
* A **Balance Due** card with their name and billing address, invoice number and dates (issued, due), all line items with titles and quantity, any carried-forward charges from previous invoices, and the totals (subtotal, tax, any credits applied, total, and balance due)
* The **payment form** (when Stripe is connected and a balance is owed)
* A separate **Service Summary** card at the bottom (when available) with an AI-generated description of what was done, any after-photos your crew uploaded during job completion, and — when a checklist is set to show on the invoice — the checklist **Service Report** items right below
After-photos render as a 3-column grid of thumbnails directly under the summary text. Customers can tap any thumbnail to open the full-size image in a new tab.
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."
The tip the customer picked on the review screen is already applied as a line item on the invoice, so the payment page doesn't ask them to choose a tip a second time — they go straight to entering their card details.
### 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.
### 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.
### 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.
## 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](/customers/managing-quotes) for full details including screenshots of the customer quote experience.
## 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