Customers can pay invoices, save payment methods, and manage auto-pay settings directly in the customer portal without needing to contact your office.
💡 Payment features require a payment integration.
🔗 See Accept Credit Cards and ACH Payments to get started.
Pay an Invoice
Customers open the invoice they want to pay and click the green "Pay Now" button in the top right corner, then enter their payment details.
Manage Saved Payment Methods
Save a New Payment Method
Navigate to the Billing tab and click the blue "Add +" button, then follow the prompts to enter your payment details.
Edit or Delete a Saved Payment Method
To edit a saved payment method, click the blue pencil icon.
To delete a saved payment method, click the red "X" icon.
Manage Auto-Pay
Activate Auto-Pay
To activate auto-pay, customers navigate to the saved payment method they want to use and turn on the auto-pay toggle. They can then choose which properties they want enrolled in auto-pay.
💡 Auto-pay only applies to automatic monthly invoices - it does not apply to invoices that are created manually or created automatically by closing a job.
Change the Payment Method Used for Auto-Pay
To change the payment method used for auto-pay, customers simply turn on the auto-pay toggle for the new payment method. If auto-pay was previously set up using a different payment method, that toggle will turn off automatically.
Deactivate Auto Pay
Whether customers can turn off auto-pay themselves depends on your permission settings.
If the permission is on, customers can turn off auto-pay by toggling it off on the saved payment method. If the permission is off, customers will see a message (customizable on the Customer Portal settings page) explaining they need to contact your office to deactivate it for them.
🔗 See Customer Portal Permission Settings for more information.
When "Allow customers to deactivate auto-pay for a property" permission is ON:
When the "Allow customers to deactivate auto-pay for a property" permission is OFF:
