Yes, the Client Portal connects to Formitize's PayNow feature, which not only saves time for both you and your customers, but allows them to pay their invoices with extra security.
The PayNow feature in conjunction with the Client Portal provides significant benefits by:
- Facilitating Faster Payments: Clients can pay invoices instantly using their preferred payment methods, which helps businesses receive payments faster.
- Enhancing Security: Payments can be made securely through Apple Pay, Google Pay, and other methods, ensuring a safe transaction process.
- Convenience: Clients can pay invoices at any time, reducing the need for follow-up and improving overall customer satisfaction.
To set this up for the Client Portal, in your Web Portal, go to Settings cog > Client Portal > Client Portal Settings > scroll down to Portal Features and select Invoices.
This will allow your clients to access their invoices in the Client Portal. If you do not have PayNow enabled yet, then you can do so by following the PayNow Settings link.
