Client Payments: Online Payments
Online credit card payments are available when:
- Online payments with Stripe have been configured and enabled in Billing Settings > Online Payments.
- The Client Portal has been configured and enabled in Account Settings > Portal, and the Online Payments setting is checked.
Sending a bill to a client
- You may manually share a bill with a client, which will include the option to pay online if Online Payments are enabled. See the Sharing a bill article for more details.
- You may also automatically share billing documents after the bill has been created. See our Automatically sharing billing documents article for more details.
Automatically collect credit card payments
Under the Billing Settings > Billing tab within the Billing Automation section, you may turn on the AutoPay setting so credit card payments are automatically collected. Please see this article for more details.
How clients pay a bill
Online payments must be enabled if you wish for a client to pay a bill through the client portal. When you share a bill, an email will also be sent to the client with two options to pay: the client can pay using the bill pay link and entering the Invoice # and Access Code, or the client can login to the client portal and pay with a card on file or with a new card. The invoice can be attached to the email if you have selected that in your Billing Settings.
When the client clicks on the bill pay link, they may enter the Invoice # and Access Code to locate the bill.
- Invoice # - this is provided both in the Share Bill email and within the Invoice PDF
- Access Code - this is a 6-digit number that is provided both in the Share Bill email and within the Invoice PDF
Both values must match exactly those that are provided to be able to look up the invoice appropriately.
Once the client enters the correct invoice information, they'll have the opportunity to pay the bill with a credit card.
The client can then add the full payment or a custom amount equal to or less than the balance amount.
The client may then enter their credit card information and confirm payment.
