Your clients can easily access their statement and make payments
Payment buttons are located at the top header on the right and at the center of the footer:
Header:
Footer:
Clients use their email address as a user name to access their payment portal:
When the correct email is entered, a confirmation appears, prompting your client to check their email:
The email contains the payment link:
Secure Client Portal:
If you've chosen to place a link to a client's secure payment portal in an invoice, clicking on it will direct client to their own secure client portal, which can be bookmarked for future use:
Clients can see the invoices that are associated with their account. Clients may pay one or all invoices by checking or unchecking the boxes. After the selection is made, an e-check, credit or debit card payment can be made.
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