Client Portals & CRM3 min read
How clients access and pay through the portal
A guide to the client experience from email notification to payment confirmation.
Overview
Understanding the client-side experience helps you support your clients when they have questions. Here is exactly what your clients see.
The client journey
Here is the exact sequence a client follows:
- 1Client receives a branded email with your logo and colors. The email contains the invoice summary and a "View Invoice" button.
- 2Clicking "View Invoice" takes them to your white-label portal (at your custom domain if configured).
- 3First-time clients create a password. Returning clients log in with their email and password.
- 4Inside the portal, they see the full invoice PDF, all line items, and payment options.
- 5They select a payment method (card via Stripe, or bank transfer) and click "Pay Now".
- 6A payment confirmation email is sent to both the client and you.
Payment timeline
Card payments: Funds arrive in your bank account within 2 business days. ACH bank transfers: 3-5 business days. Wire transfers: Varies by bank, typically 1-3 business days.
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