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Setting Up Your Payment Portal
How do I activate and use my payment portal link?
How do I activate and use my payment portal link?

Set up your payment portal link and begin collecting payments in minutes.

Updated over a week ago

Watch our video walk-through:

Step-by-step instructions

  1. In the top right of the Truss dashboard, click on your business name, then click 'Settings'.

  2. In your settings dashboard, click 'PaymentPortal'.

  3. At the bottom of your business settings dashboard, click 'Set Payment Portal Link'.

  4. Enter your desired payment portal ID, then click 'Set link'.

  5. Your payment portal link ID will now be set to the given link. Use it to collect payments from your vendors seamlessly.

  6. 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.

    • Email Signature - Link your payment portal in your email signature.


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