How it works
Portal Setup
We integrate a PCI-compliant payment processor with your website and invoicing system. Customers can pay via card, Apple Pay, or Google Pay in under 60 seconds.
Invoice Integration
Payment links are automatically embedded in your email invoices. When a customer clicks "Pay Now", they're taken to a branded checkout — not a generic payment page.
CRM Sync
Successful payments update your CRM automatically — the job moves to "Paid", the invoice is marked settled, and the payment chase automation sequence stops.
What's included
- check_circle PCI DSS compliant payment processing
- check_circle Cards, Apple Pay, Google Pay support
- check_circle Branded checkout (your logo, your colours)
- check_circle Invoice-embedded payment links
- check_circle CRM payment status sync
- check_circle Automated payment confirmation emails
- check_circle GDPR-compliant transaction records
Common questions
Still Waiting Weeks to Get Paid?
Book a call with Matthew and see how a payment portal cuts average invoice payment time and removes the chase.
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