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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

For companies not using built-in payments, there is still a place to provide digital payment instructions! 💸

In the new 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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Edits can be made to this message in Settings > Business Tools > Payments

For instructions on how to mark an inspection as paid after payment is received, review this handy article! How to mark an inspection as "paid" when receiving cash, check, or other form of payment

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