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.

Features

• Auto-Pay Invoices: Customers can automate payments based on due dates or billing cycles for hands-free processing.
• Real-Time ERP Sync: Payment data flows instantly to ERP systems like SAP, Oracle, and Infor, ensuring accurate cash application.
• Customizable Invoices: Upload branded invoice layouts or tailor them with platform specialists for a seamless experience.
• Dispute Management: Centralized interface for handling claims, disputes, and communication with full audit trails.
• Virtual Lockbox: Automatically calculates surcharges and reconciles payments across credit memos and disputes.