What is a Custom Payment?
Custom payments allow your clients to pay any amount directly through your payment portal — no invoice required. This is ideal for one-off charges, deposits, or payments outside your standard billing cycle.
Before you begin:
This option is only available if you have custom payments turned on. To adjust this setting:
Go to Settings > Payment Portal
Toggle Custom Payments on/off
How to Send a Custom Payment
Share these steps with your customers to guide them through the process:
1. Access the Payment Portal
Open the payment portal link you've provided to your customer.
2. Verify Your Email
Enter your email address and click Continue.
3. Start a Custom Payment
Click '+ Custom payment' in the top right corner of the page.
4. Enter Payment Details
Fill in the amount, description, and your name, then click 'Select payment method'.
5. Select a Payment Method
Select a Payment Method
Choose Bank Transfer (free) or Card (3.25% fee applies)
Accept the Terms & Conditions and click 'Pay' to confirm.
6. Confirm & Submit
Your payment is complete! 🎉 The recipient will be notified automatically by email.
Payment Amount Doesn't Match an Invoice?
Occasionally, customers may submit custom payments that do not match the associated invoice amounts. This can cause discrepancies between Truss and QuickBooks, requiring manual adjustments.
Read this article for guidance.