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Customer Portal for Statements & Invoices

Give each customer a portal for their statements, documents and invoices. Customers can pay an open invoice when payments are turned on. Payments are optional and off by default.

What it does

  • Shows each customer their statements.
  • Gives each customer access to their documents.
  • Shows open invoices, with a payment link when payments are turned on.

Questions

How do customers pay?

When payments are turned on, customers pay through a hosted Stripe Checkout page. Payments are optional and off by default. If you turn them on, they run on your own Stripe account. We never store card or bank numbers.

What do customers see in the portal?

Their statements, documents and open invoices.

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