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🎥 How to Use the Customer Portal to View Invoices and Make Payments

Give your customers self-service access to their account information anytime

Denym avatar
Written by Denym
Updated over 3 weeks ago

The Paidnice customer portal provides your clients with a live view of their outstanding balances, invoice details, and payment options—reducing support requests while improving the payment experience.
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What Your Customers Can Access

Invoice Management

  • View all outstanding invoices with aging analysis.

  • Download PDF copies of any invoice.

  • Access invoice attachments (timesheets, supporting documents).

  • See payment history and account activity.

Statement Access

  • Download current outstanding statement.

  • Generate activity statements showing all transactions.

  • View aged debt breakdown (Current, 30, 60, 90+ days).

Payment Options

  • Pay individual invoices.

  • Pay multiple invoices at once.

  • Make partial payments (if enabled).

  • Use existing payment methods from Xero/QuickBooks.

How Customers Access the Portal

  1. Via Email Links: Every reminder email includes a direct invoice link.

  2. Statement Links: Monthly statements include portal access.

  3. Direct Access: Bookmark the portal URL for anytime access.

Customizing Your Portal

Step 1: Add Your Branding

  1. Go to Organization Settings → Branding.

  2. Upload your company logo.

  3. Save to apply across portal and emails.

Step 2: Configure Display Options

Navigate to Portal Settings to customize:

  • Brand color: Matches your company colors

  • Include paid invoices: Show payment history

  • Include quotes: Display pending proposals

  • Enable PO uploads: Allow purchase order attachments

Step 3: Set Age Buckets

  1. Go to Statement Settings

  2. Find Aged Analysis Breakdown

  3. Customize periods (default: 30, 60, 90 days)

Payment Integration

Option 1: Stripe/Pinch Integration

  • Direct payment within portal.

  • Immediate payment confirmation.

  • Automatic reconciliation.

Option 2: Existing Accounting Integration

  • "View and pay in Xero/QuickBooks" button.

  • Uses your current payment provider.

  • Maintains existing workflow.

Customer Experience Flow

  1. Email Arrival: Customer receives reminder with portal link.

  2. Portal Access: One-click access to their account.

  3. Invoice Review: See all outstanding items with aging.

  4. Payment Selection: Choose which invoices to pay.

  5. Payment Completion: Process payment through chosen method.

  6. Confirmation: Immediate update in portal.

Benefits for Your Business

  • Reduced inquiries: Customers self-serve for balance information.

  • Faster payments: Easy access encourages prompt payment.

  • Professional image: Branded portal builds trust.

  • 24/7 availability: No waiting for business hours.

Best Practices

  • Include portal links in all customer communications.

  • Train customers on portal features during onboarding.

  • Keep branding consistent with other touch points.

  • Monitor portal usage to identify engaged customers.

Need Help?

For assistance setting up your customer portal or configuring payment options, contact our support team at [email protected].

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