Watch our video walkthrough:
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. It dynamically displays personalized content based on the email address entered, ensuring that each customer sees only their specific invoice details.
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. The portal verifies the email address to ensure that the correct invoice details are displayed, providing a seamless and accurate payment experience.
Example of what your customer sees in the payment portal.
To pay an invoice, click on one of the unpaid invoices, or follow this tutorial.
Troubleshooting Common Issues
If the payment portal displays an incorrect amount or other unexpected information, consider the following steps:
Verify the Email Address: Ensure that the customer is accessing the portal using the email address to which the invoice was sent. The displayed information is tied to this email address.
Avoid Previewing as the Customer: If you are previewing the portal on behalf of a customer, note that you cannot log in as them. The portal will not display their specific invoice details unless accessed through their email address.
Check for Test Invoices: Ensure that the invoice being accessed is not a test invoice, as this could lead to discrepancies in the displayed amount.
By following these steps, you can ensure that customers see the correct invoice amount and avoid common issues related to the payment portal.
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.
or;
Click here to learn more about how to request and collect a payment with Truss.