Use the Client Payment Portal

Understand the customer-facing payment portal where clients view invoices, make payments, and download receipts without creating an account.

Written by Chloe NguyenUpdated over a month ago4 min readBeginner

What this guide covers

This guide explains how the client payment portal works in JobsiteOn. You will learn what customers see when they open an invoice link, how they make payments, and how the portal integrates with your invoicing workflow.

What is the client payment portal

The client payment portal is a secure web page where your customers can view invoices, make online payments, and download PDF receipts. Each invoice has a unique URL at /i/[token] that requires no login or account creation.

How customers access the portal

Customers reach the portal through:

Email link — When you send an invoice, the email includes a "View Invoice" button that links to the portal.
SMS link — If you enable SMS notifications, the text message includes the portal URL.
Direct link — You can copy the portal link from the invoice detail page and share it through any channel.

Screenshot: An email from JobsiteOn showing the invoice summary with a "View Invoice" button linking to the payment portal.

What the customer sees

When the customer opens the portal link, they see:

Invoice details

Your company logo and branding.
The invoice number, date, and due date.
Their name and billing address.
All line items with descriptions, quantities, and prices.
Subtotal, discounts, tax, and total amount due.
Any notes or payment terms you included.

Action buttons

Download PDF — Save a copy of the invoice to their device.
Pay Now — Open the payment form (if online payments are enabled).

Screenshot: The client payment portal showing a branded invoice with line items, the total amount due, and a prominent Pay Now button.

The payment flow

When the customer clicks Pay Now:

A payment form appears requesting card details or bank information.
The customer enters their payment information.
They confirm the payment amount (full balance by default).
They click Pay to submit.
The payment is processed securely.
A confirmation screen shows the payment was successful.
The customer can download a payment receipt.

Animation: The customer clicking Pay Now, the payment form appearing, card details being entered, and a success confirmation screen displaying.

After payment

When a customer pays through the portal:

The invoice status automatically changes to Paid.
You receive a notification with the payment amount and method.
The payment is recorded in the invoice activity log.
A receipt is generated and available for both you and the customer.
If the customer makes a partial payment, the portal shows the remaining balance and allows additional payments.

Portal security

Each invoice link uses a unique, cryptographically generated token.
Payment processing is handled through a secure, PCI-compliant payment provider.
The customer cannot access any other records in your workspace through the portal link.
Links do not expire unless you void the invoice.

Note: Anyone with the link can view the invoice. Share portal links only with the intended recipient. If a link is compromised, void the invoice and create a new one.

Customizing the portal experience

The portal inherits your workspace branding:

Company logo from /settings/branding.
Brand color applied to buttons and accents.
Company details from /settings/workspace-company.

Ensure your branding is configured before sending your first invoice for a professional customer experience.

Tip: Test the portal by sending yourself a test invoice and opening the link. This lets you see exactly what your customers experience.

Troubleshooting

The customer cannot access the payment link

Verify the invoice has not been voided. Check that the link matches the most recent send. Ask the customer to try the link from the latest email.

The Pay Now button does not appear

Online payments must be configured. See Accept Online Payments to set up payment processing.

The customer paid but the status did not update

Online payments update the status automatically. If the status is not updated, the payment may not have completed. Check your payment provider dashboard for transaction details.

Best practices

Enable online payments for the fastest path from invoice to cash.
Test the portal yourself before sending to customers.
Include clear payment terms in your invoice notes.
Follow up if the status changes to Viewed but payment does not follow.

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