How does the payment portal work?

Get familiar with your payment portal.

Updated over a week ago

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. From here, they have the ability to view and pay all of their requests in one place.

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.


Click here to learn more about how to request and collect a payment with Truss.

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