Accept payments from customers through multiple channels including the customer portal and admin-initiated payment links.
Payment Methods
Customer Portal Payments
Customers can pay invoices directly through their portal:
Admin-Initiated Payments
You can also collect payments from the admin view:
A Send pay link quick action also lives directly on a customer's Rate Card tab — it texts a payment link for the customer's latest unpaid invoice without making you go through Financials first.
Supported Payment Methods
Through Stripe, customers can pay using:
Payment Confirmation
After successful payment:
