Read more about what the payment portal is here.
Payment portals are useful when you want to introduce Truss as a payment method in your invoice.
Payment portal links can be pasted into your preferred channel, whether that be an invoicing system, email, text message, or another method.
When your customer opens the link, they are directed to your company's custom payment page, where they can complete the payment by connecting their Truss account or third-party bank account.
Watch our video walk-through:
Step-by-step instructions
In the left bar of the Truss dashboard, click settings. You can also find it at the top right, click on your business picture, then click 'Settings'.
In your settings dashboard, click 'PaymentPortal'.
At the bottom of your business settings dashboard, click 'Set Payment Portal Link'.
Enter your desired payment portal ID, then click 'Set link'.
Your payment portal link ID will now be set to the given link. Use it to collect payments from your vendors seamlessly.
Note that you cannot change the ID after it has been set.
Add your payment portal link anywhere your clients may need to find it. We recommend:
Invoices & contracts - Add to your existing invoice templates and/or contract details.
Website - Include a "Pay Invoice Now" button in an easy-to-find location on your website. Read this article here to see how to add your payment portal to your website.
Email Signature - Link your payment portal in your email signature.