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Using the Customer Payment Portal to Accept Digital Payments

Rapid Works Support
Updated

Overview 

Through this portal, your customers can review their invoices, select multiple invoices for payment, and complete transactions using either a credit card or ACH bank transfer. This guide provides a step-by-step walkthrough for how to onboard your customers to the payment portal and how they can use it to make payments. 

Table of Contents

Activating the Payment Portal for a Customer 

To enable a customer to use the payment portal, follow these steps:

1. Navigate to the customer record in your system.

2. Click on Send Payment Portal Activation Link. 

 

 

 

3. The system will send an activation email to the primary email address associated with the customer. 

4. The customer clicks the registration link in the email and is prompted to set up a password. 

  • Note: Only one login is supported per customer using the primary email.

5. Once registered, customers can log into the portal to view and manage their invoices. 

 

Making a Payment Through the Portal 

Once logged in, customers can make payments by following these steps: 

1. View outstanding invoices: After logging in, the customer will see a list of all outstanding invoices with their statuses. 

 

 

2. Select invoices for payment: Customers can select one or more invoices and click Pay Selected Invoices.

  • Customers may use the filter drop-down to filter the list of invoices by payment status, such as only displaying unpaid invoices. 

 

3. Choose a payment method: The system prompts the customer to choose a payment method: 

  • Credit card: Requires card number entry.
  • ACH bank transfer: Takes Credit card: Requires card number entry.

 

4. Complete payment: 
  • After entering payment details, the customer clicks Pay. 
  • A confirmation screen appears, indicating successful submission. 

5. Receive confirmation email: 

  • Customers receive an immediate confirmation email upon successful payment, including transaction ID. 
  • ACH payments will initially show as Pending. Once processed, an email is sent indicating success or failure. 

Additional Notes 

  • The payment portal ensures customers pay the exact amount due on their invoices. 
  • Payment records are automatically updated in the system for tracking and reconciliation. 
  • Customers can only use the primary email to log in and process payments. 

By using the Payment Portal, RapidWorks users can streamline invoice management and offer their customers a convenient, secure way to make payments. 

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