Payment Portal

A clean payment experience you can share with clients: enter an invoice, see totals, choose a method, and generate a receipt-ready confirmation. This demo is front-end only — in production it can connect to Stripe, Square, QuickBooks, or a CRM.

Pay an Invoice

Invoice lookup

Invoice # Amount due Deposit Payment method Client email (receipt) Memo (optional)

Demo: links below are placeholders

Card

Fastest option. In production: Stripe Checkout link.

ACH

Lower fees. In production: Plaid / Stripe ACH instructions.

In production this page can: validate invoice status, prevent overpayments, send receipts automatically, and update your pipeline/CRM.

Summary Receipt-ready

Payment Summary

Generate a summary to preview what the client sees.

Invoice #—
Amount due$0.00
Deposit$0.00
Remaining$0.00
Method—
Receipt email—
Memo—
Total to collect now$0.00

Print tip: “Save as PDF” produces a clean receipt page.