Customer dashboard with recent transactions, account balance, and more.
Accept online customer payments that post directly to QuickBooks.
Automate invoice delivery and notifications.
Customers can save credit card and bank accounts.
Automatically sync accounting data with your portal.
Customize all your email templates with complete control over your branding.
Complete control over the look and feel of your invoices.
Share files with customers and optionally allow customers to upload files. (Integrates with Dropbox and Google Drive)
Customers can manage their saved payment methods when logged into their portal. Links to the management screens are located on the main dashboard.
Customers can add, edit, and remove credit cards and ACH bank accounts.
When making payments, a customer can choose a saved payment method, or optionally add a new one. A customer can also choose to not save a credit card and make a one-time payment.