Client Portal and Online Payments

←

FEATURES

Share Proposals and Instantly Collect Payments With Our Secure Client Portal

Keeping projects moving is key to running a successful firm. With 84% of clients preferring to pay online, sending proposals and invoices digitally and collecting payments digitally is an important component of success.

Check Pricing

Accept Both Cards and Bank Transfers

Simple Account Setup

Per-Transaction Pricing With No Monthly Fees

Process Large Transactions Without Hassle

Choose Whether To Pass Through Fees To Clients

Accept Both Cards and Bank Transfers

Choose what's best for your business - you can accept card payments, bank transfers, or both.

Cards: $0.30 + 3.1% per transaction

Bank Transfers: 1.2% per transaction

No transaction caps means you can process large transactions with ease.

Share Proposals and Invoices with Clients

Quickly and easily send proposals to your clients via our Client Portal. From there, clients can view, print, and pay open proposals and invoices.

Email notifications to clients with links to key documents.

Choose whether to let clients simply view, or also pay online.

Get immediate notifications when clients pay an open proposal.

Online payments automatically allocate to correct accounts and projects, saving you time and improving accuracy.

Manage your business more effectively with Design Manager.

Schedule a Demo

See Pricing

✓ Zero Commitment & No Credit Card Required