Offer clients a secure, self-service space to view and pay invoices, submit down payments, and stay current on their accounts.
What Is the Customer Payment Portal? #
The Customer Payment Portal is a secure web page where your clients can view outstanding balances, pay invoices, and submit down payments on contracts. This portal creates a smooth and professional payment experience, reducing the need for manual billing communication or reminders.
Clients can access the portal directly through links included in your invoices, emails, or other billing communications. The portal ensures that customers always know what they owe and how to submit payment without needing to log in or contact your team.
How Clients Access the Portal #
The portal link is automatically embedded in emails sent through MediaOS—whether that’s an invoice email or a standalone payment request. Clients can also be provided the link directly if needed.
To view and copy the link, navigate to the client's profile page in MediaOS. Keep in mind, the portal link will only display if the client has at least one active contract and an unpaid invoice in the system. Once those conditions are met, the unpaid invoice link will populate and can be sent to the client to access their personal payment portal.
What Clients See in the Portal #
When a client clicks the portal link, they are directed to one of two possible pages depending on the context—either a full overview of their open invoices or a specific invoice payment page.
From either page, they’ll see the option to click Pay. Upon clicking the button, a confirmation screen will appear to finalize the transaction. Depending on the client’s internet speed and device, it may take a few seconds for this confirmation to load.
Tip: Encourage clients to bookmark the payment portal link or keep it in their inbox for quick access to future invoices.
