Customer pages
What your customers see
Your customer never creates an account. Each invoice, estimate and payment link has its own page, reached from the email, where they can read it, download it, pay it or tell you a transfer is on its way. A link, not a login.
The problem
Customers do not want another password
Portals that ask a customer to register before they can see an invoice add a hurdle to the one thing you want them to do, which is pay. What a customer needs is the document, the amount, a way to pay and a way to tell you they have. A link does all four without an account.
Step by step
How it works, in three steps
You send the document
The email carries the PDF and a link to the page. No account, no password, no app.
They open their page
The invoice or estimate as a branded page, with your details, their details and the amount due.
They pay or report
Card or mobile payment on the spot, or a bank transfer reported with a receipt for you to confirm.
The invoice page
Everything they need to pay, nothing they need to remember
The page shows the invoice, offers the PDF, and presents the payment options you allow: card or mobile wallet through your own account, or your bank details for a transfer. If you allow part payments, the page asks how much. A customer who has paid by transfer reports it right there.
- View and download the PDF
- Pay by card or mobile wallet through your own Stripe or SSLCommerz account
- Report a bank transfer with the amount, date, reference and a receipt
Estimates and links
The same idea for estimates and payment links
With the estimates module on, a customer reads the estimate on its own page and accepts or declines from a signed link. A payment link opens the same hosted payment page an invoice does. Every reminder email links straight back to the page it is about.
- Estimate page with accept and decline, when the module is on
- Hosted payment page for every payment link
- One-click unsubscribe on every reminder, honoured immediately
Your brand
Your logo, your colours, optionally your domain
Pages carry your logo or letterhead and your document colours. With a custom domain set up for the workspace, they open on your own hostname with a certificate issued for it, and a privacy notice written for invoice recipients sits in the footer.
- Logo, letterhead and brand colours on every page
- Custom domain per workspace, optional
- A privacy notice for recipients, who never agreed to anything with us
In practice
A practical example
Harbor & Pine Co. receives INV-1042 from Northline Studio by email. The bookkeeper opens the link, downloads the PDF for their records, and pays $1,250.00 by card. Nobody at Harbor & Pine created an account, chose a password or installed anything, and the page will still be there when they want the PDF again next quarter.
Northline Studio is a fictional business; none of these figures are real.
Outcomes
What you get
- No customer accounts to create, reset or support
- The page works from any device with the email open
- Pay online or report a transfer from the same place
- Estimates are decided from a signed link, with the decision recorded
- Branded, and on your own domain if you choose
What it does not do
- It is a link, not a login: there is no customer account, no history of every invoice, and no saved payment methods
- It does not let a customer edit anything; the document is yours
- It does not expose one customer's page to another; each link is unguessable and only ever shows its own document
Questions about customer pages
Create your first invoice in minutes
Free to use today, with no card on file and no trial clock. Add a customer, send the first invoice, and the rest of the workspace is there when you need it.