Firm staff can collect a card, debit, or ACH from a client by working inside that client's own portal, either against specific invoices or with no invoice attached.
Steps
- Log in to the Firm Portal.
- Select Clients in the far-left menu.
- Search for the client you are collecting payment from.
- In the Actions column, select the three dots, then select Client Portal View.
- Choose what you are collecting:
- Select one or more invoices to pay, or
- Make a payment with no invoice attached.
- Decide which invoices to include in the payment.
- Keep or remove any late fees on the selected invoices.
- Enter the payment method the client gave you (credit card, debit card, or ACH bank transfer).
- To reuse it for future payments you make on this client's behalf, select Save Payment Method.
- Payment methods the client saved themselves are not available to you. Methods you save are visible to other firm staff viewing this client's portal, but not to the client.
- If client-facing processing fees are enabled for your firm, keep, reduce, or zero out the fee.
- Add any extra email addresses that should receive the receipt.
- Submit the payment.
Related
- Save a client's payment method
- Managing Client Portal Users
- Restore a client's portal access
- How Stripe Link payments work
- Accepted payment methods