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Receivables - Customer Portal

The Customer Portal is where your customers can view and pay all bills for you, electronically! The Portal is ideal for your customers who are individuals and/or consumers. If your customer is a business, they'll love our free Basic Payables accounts, which offers them a wider range of features to suit their business needs.

Learn more about Basic Payables here


Customer Portal Features

  • Your Logo
    • Upload your logo in your account. We'll display it in your Customer Portal, so your customer sees consistent branding, and can feel secure making payments to you.
  • Custom URL
    • Choose a custom URL for your Portal that contains your company name 
  • Share Documents
    • When you attach a document from your Inbox to an invoice, you'll have an option to share it with your customer.
  • Fast and Easy Communication
    • Easily stay in touch with your customer by leaving them a note, and receive notes from them in return
  • Flexible Payment Methods and Auto Pay
    • Allow your customers to pay you via ACH, credit card, or both! Your customer will only be presented with the payment options you choose. 


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Home page of the portal, showing Notes, open unpaid invoices and shared documents



Payment page, displaying the options you pre-configured in your own account



Bill details page, with notes to and from your customer