Payments

Client Portal and Reported Payment View

See exactly what clients experience when they receive your invoice email - no registration required for seamless payment reporting.

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6 steps
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About This Tutorial

See exactly what clients experience when they receive your invoice email - no registration required for seamless payment reporting.

Duration
1:00
Steps
6
Level
Beginner
Category
Payments

Step-by-Step Guide

Step 1

Client receives invoice email in their inbox

Step 2

Click "View Invoice" link in the email

Step 3

Review invoice details on the secure client portal

Step 4

Select preferred payment method from available options

Step 5

Reports payment without needing to create an account

Step 6

Status changes from awaiting payment to payment under review

Progress0 of 6 completed

Pro Tips

1

No client registration required - reduces friction for faster payment reporting

2

Clients can view payment history without logging in

More in Payments

Tutorial Progress

Tutorial 6 of 875% Complete