Online payments let clients pay invoices through the client portal using configured payment gateways such as Stripe.
Prerequisites
- Payment gateway configured in Setup → Payment Gateways (for example Stripe API keys)
- At least one online-capable payment mode allowed on the invoice
- Invoice sent or visible to the client in the portal
Client payment flow
- The client receives the invoice by email or opens it in the client portal under Invoices.
- They select a payment method shown on the invoice.
- They complete payment through the secure checkout flow.
- Better Sales Pro records the payment and updates invoice status.
Staff-recorded vs client-initiated
When a client pays online, you typically do not need to manually record the payment. Use Record a Payment only for offline methods.
Notifications
Clients may receive a payment confirmation email depending on your template settings. Staff can enable client notification when recording manual payments as well.
Two-factor authentication
Some accounts require two-factor authentication for client payments when enabled on the contact. Clients complete verification before the charge processes.
Important
Gateway setup is account-specific. Contact your administrator if online payment options do not appear on invoices.