Portal Billing & Wallet
How clients pay you, top up credit, and manage their cards.
Overview
Everything a client needs to settle up sits in one place. They can pay an invoice, deposit credit for future work, and keep a card on file for recurring billing without emailing you.
Billing Sections
Invoices
Paid and unpaid, with Pay Now and PDF download
Subscriptions
Active and past recurring services
Payment Methods
Add cards, set a default, control auto-renew
Balance
Wallet credit available to spend
Deposits
Top up credit for future purchases
Transactions
A record of what they have paid
Deposits: credit can only be spent on service purchases and invoice payments, and is non-refundable once added.
Gateways: clients see whichever payment gateways you have enabled.
Clients may pay: a Payment Settings toggle controls whether clients can settle invoices themselves at all.
Gateways: clients see whichever payment gateways you have enabled.
Clients may pay: a Payment Settings toggle controls whether clients can settle invoices themselves at all.
Tips & Best Practices
Encourage retainer clients onto deposits. Prepaid credit removes the invoice-chasing step entirely and improves your cash position.