%3C%21-- Beacon --%3E %3C%21-- Custom JQuery Setup --%3E

Enable Online Payments

System roles needed: System Admin

Admins can enable the client payment portal, allowing your clients to make invoice payments online.

To turn on online payments:

  1. Click your name in the upper-left corner.
  2. Click System Admin.
  3. Click Payments
  4. Click the edit pencil icon for Client Portal to open the Edit Client Portal slider.
  5. Check Client Portal.
  6. If your account uses payment types, you will need to select one for payments made online. For more information about payment types, please see Manage Payment Types.
  7. Click Save.
A payment gateway will also need to be set up before online payments can be made. For more information, please Set Up a Payment Gateway.

With online payments enabled, users with the Mark Invoices Sent permission will be able to turn the portal on when creating invoices...

...or from the invoice details slider.

The URL for the online payment portal can then be either copied from the invoice details slider...

...or included when emailing the invoice.

From there, your clients can make a full or partial payment toward the invoice.