Customer Payments

Features
- Customer Portal
  Customer dashboard with recent transactions, account balance, and more.
  
  Customer Payments
  Accept online customer payments that post directly to QuickBooks.
  
  Billing Automation
  Automate invoice delivery and notifications.
  
  Saved Payment Methods
  Customers can save credit card and bank accounts.
  
  Auto Sync
  Automatically sync accounting data with your portal.
  
  Custom Email Templates
  Customize all your email templates with complete control over your branding.
  
  Custom Invoice Templates
  Complete control over the look and feel of your invoices.
  
  Customer File Sharing
  Share files with customers and optionally allow customers to upload files. (Integrates with Dropbox and Google Drive)
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Customer Portal

Payment Screen

The payment screen allows customers to choose...
1. Which invoices to pay
2. Amount to be applied for each invoice
3. The desired payment method

Currently Supported Payment Gateways

The following payment gateways are currently supported:

Authorize.net (Credit Card)
Authorize.net (eCheck/ACH)
Stripe
PayPal Std
PayPal Express Checkout
QuickBooks Payments (Credit Card)
QuickBooks Payments (ACH)
Offline Credit Card
Online Check (eCheck)
Bank Wire
USAePay

Customers can select from any cards they have saved with their profile.

Add New Saved Credit Card

If no credit cards are saved in the customer profile, a new card can be added in order to continue with a payment.

Customers can also opt to enter a credit card payment and NOT store the card for future transactions. This allows for a one-time payment with the card.

For payment gateway providers that support US ACH transactions, your customer can add bank accounts and pay via ACH (echeck).

Check Draft (internal gateway)

US banking customers can also utilize our internal check draft payment method. This payment method is free to use and has no transaction fees. See how it works.

Customer Portal