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Can I have my customer pay for an invoice directly, without going through the portal?

You can send a direct payment URL only after you disable portal access for the contact. Please follow the steps to disable portal access:

  • Click on the Contacts tab and select the appropriate contact.
  • Select the More in the contact details page and select Configure Client Portal option.

Configure client portal

To disable portal access, uncheck the selections in the Enable Portal Access pop-up and click Save.

Disable portal access

Once you’ve disabled portal access, email the invoice.

You can add a payment link in the mail which will direct him to an online payment gateway. To do this,

  • Go to Settings -> Email templates
  • Click on Show mail content next to the Invoice Notification template being used.
  • Click on Insert Placeholders and select Online payment.

Secure payment URL

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