What is a Payment Portal?
After setting up your payment portal, you can send it to your clients via email or text when sending them an invoice, or you can send the link to them directly. It will be custom branded with your logo and your company name.
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.
How does the payment portal work?
The payment portal helps streamline your payment request and collection process.
Your contacts use your custom payment portal link to access a portal containing all of their paid and outstanding requests by entering the email you have for their contact. From here, they have the ability to view and pay all of their requests in one place.
Example of what your customer sees in the payment portal.
To pay a request, your contact simply needs to select the payment they want to pay.
After doing so, a sidebar will open where they can pay the request, either through their Truss account, connect to an external bank account, or by credit card. They can pay as many requests as they choose at one time.
The payment portal helps eliminate the need to manage different payment request links for each transaction, saving time for both you and your contacts.
Click here to learn more about how to activate your payment portal link.
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Click here to learn more about how to request and collect a payment with Truss.