Portal accounts: what the customer sees

When a customer receives an invoice, and follows the link to the branded web address, the following is what they see:

Jump to:

  • Invoice with Branded Web Address
  • Email with invoice
  • Portal home page
  • Enter banking information
  • Paying invoices
  • Set up Auto Charge
  • Branded Web Address landing page
  • No portal account yet
  • Enter email (username) and password

Invoice with Branded Web Address

Invoice with Branded Web Address

Email with invoice

Invoice Email

The customer will select Pay Invoice Electronically then create a portal account by creating a password:

Create Password

Customer will then Agree to the terms of service.

Portal home page

Portal home page

To pay their bill, the customer would select the Pay Outstanding Bills button, then the Add Bank Account button to add banking information. If Credit cards are being accepted, the option can be chosen from the drop down menu under "Pay From", then added using the blue button.

Note: The customer will be unable to enter banking information if no bank account has been established on the receiving end.

Pay from

Enter banking information

Enter banking info

Checking the "private" box will hide the bank account information from other colleagues that are given access to use the same portal to make payments. To change or update the payment information, hover over the Gear Icon to access the banking and credit card information.

Paying invoices

After a bank account is added, they can start paying the invoices that you create for them. Your portal customer will see all invoices you create for them in your account, even if you don't actually email them, as they are connected to your account.

They select:

  • Pay From: They'll be able to select if you've enabled and they have added more than one form of payment method
  • Choose account: Select the account to pay from if more than one
  • Pay On: The date the payment will be debited from their account
  • Total Payment: We default the full amount of the invoice, your customer can decrease the amount to make a partial payment
  • Select Pay to pay the invoice

Your customer will receive an email notification confirming they scheduled a payment.

Set up Auto Charge

To set up Auto Charge, choose Auto Pay your bills from the home screen and fill out the form on the next page.

Auto-pay set up

Note: This can also be turned on from the Receiving account. Access to this screen can be turned on and off from Settings > Receivables Preferences.

Branded Web Address landing page

To log in, in the future, the customer will access their portal account via your branded web address:

Branded Web Portal login page

No portal account yet

If the customer doesn't have a portal account set up, they select Don't have an account on the branded web address landing page. They'll need the information from the invoice to move forward:

Customer portal sign up

Enter email (user name) and password

Create an account

Customer will then Agree to the terms of service.