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Solutions
Customer Payment Portal
Customer Payment Portal
Make it easy for customers to pay invoices, track discounts, resolve disputes, and communicate with your team — all from one platform.
Take Control of Payments at Scale
Simplify complex credit workflows, reduce delays, and empower your teams with intelligent automation built for enterprise growth.
Auto-Pay Invoices
Set and forget. Enable customers to automate invoice payments based on due dates or bill date.
AP User Controls
Configure user roles like Admin, Payment-Only, Dispute-Only, or Read-Only to manage visibility.
See Discounts Instantly
Eligible customers can view and apply available discounts directly.
Customize Your Invoices
Upload your current invoice layout, or let your platform specialist tailor the experience — creating seamless, branded invoices your customers recognize and trust.
Real-Time Payments
Payments are applied instantly and reflected on accounts, all of which are synced live to your ERP.
Credit and Disputes
Centralize invoice payments, disputes, claims, and communication in one centralized interface.
Modern Payment Experience
Designed to connect seamlessly with your ERP system, payment data is transmitted in real-time, ensuring instant cash application and eliminating reconciliation delays. Whether you're processing ACH or card payments, setting surcharge rules, or enabling auto-pay, every interaction is built for speed, clarity, and control.
Payment Visibility
Connect your preferred bank to receive payments and track details — from invoice amounts and credit memos to disputes and adjustments, all in one portal.
Live ERP Sync and Flexible Setups
Whether it’s SAP, Oracle, Infor, or any other ERP system, the Payment Portal connects directly to your platform, ensuring payment data flows instantly across your financial systems.
Virtual Lockbox
Customize surcharge rules based on state or card provider —automatically calculated at checkout. With the Virtual Lockbox functionality, you get paid faster with zero cash application issues. Payment methods supported include: Credit Card, ACH and EFTs.
Process Payments in one Location.
