Client Payments
Getting paid, without the back-and-forth.
A dedicated portal where billing contacts view and pay invoices in seconds.
No password, no friction
Billing contacts get in with a single magic link — no account setup, no password to remember. Pay as a guest, or save your details for next time.
Every invoice, one place.
A dedicated invoices screen shows every outstanding invoice across the clients a contact manages, with an entity filter to make sense of multi-entity billing.
Every invoice, one place.
A dedicated invoices screen shows every outstanding invoice across the clients a contact manages, with an entity filter to make sense of multi-entity billing.
Pay however it's easiest.
Pay one invoice or several in a single checkout. Need to collect a payment outside a normal invoice? Ad-hoc payments handle that too.
Set it and forget it.
Save payment methods, set a default, and manage them anytime — so next month's payment takes one click.
Set it and forget it.
Every payment is tracked with status and a receipt on file, for the client and for the firm.
Full history, zero guesswork.
Every payment is tracked with status and a receipt on file, for the client and for the firm.
Set it and forget it.
Every payment is tracked with status and a receipt on file, for the client and for the firm.
