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Custom Payment Instructions with the Client Portal
Custom Payment Instructions with the Client Portal

Provide payment instructions to customers through the New Client Portal

James Dixon avatar
Written by James Dixon
Updated over a week ago

Whether or not you're using built-in payments, there is still a place to provide digital payment instructions to your clients! These instructions can be useful to let them know what payment types you accept.

In this article, we'll show you how you can customize these digital payment instructions.


How to Customize Your Payment Instructions

Editing and customizing your payment instructions is easy - just a few quick steps! Check out the steps below to see how you can customize these instructions.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Payments"

  3. Edit your payment instructions in the "Client payment instructions" box

And you're done! The instructions box will auto-save your newly customized info.

Keep reading to see how these instructions will show to your clients!


How Customized Payment Instructions Show in the Client Portal

Now that you've customized your payment instructions, your client will be able to see the new instructions in the portal.

  • In the Client Portal, your clients are prompted to pay for their services as a task.
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  • When they open the task they will see your custom payment instructions:
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Frequently Asked Questions

  • I use Zelle/Venmo/CashApp and want to make my QR code available to my clients so they can pay through that app. Can I do that?

    • You sure can! You can copy and paste your QR code in the instructions box or simply enter your Zelle/Venmo/CashApp in there so clients can search for you.
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  • My client decided they wanted to pay outside of Spectora. How do I make the inspection show as paid?

  • I don't offer payment options outside of Spectora. Do I have to customize the instructions?

    • Nope! You can leave it as is with the pre-filled info that shows the balance due.
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  • I want to add my custom instructions to my automated emails. Can I do that?


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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