Invoice Payments
The customer portal includes integrated payment processing, allowing customers to pay invoices online using credit cards, debit cards, or ACH transfers. This payment functionality accelerates cash collection while providing customers with convenient payment options.
Payment Processing
DrillerDB integrates with Stripe Connect to provide secure, PCI-compliant payment processing. Customers can pay invoices directly from the portal without leaving the DrillerDB interface. Payment information is processed securely through Stripe's infrastructure, ensuring your business never handles sensitive payment data directly.
The payment interface supports all major credit cards, debit cards, and bank account transfers. Customers can save payment methods for future use, streamlining repeat payments and encouraging prompt payment of invoices.
Invoice Viewing
Customers access invoices through secure links sent via email. The invoice view displays all line items, subtotals, taxes, and the total amount due. Customers can review project details, verify completed work, and download PDF copies for their records.
The invoice interface clearly shows payment status, due dates, and any applied discounts or credits. This transparency reduces payment disputes and questions, minimizing time spent on accounts receivable management.
Payment Options
Customers can choose to pay invoices in full or make partial payments if your business allows partial payment. The system tracks all payments against invoices, maintaining accurate balance information and payment history.
For customers who need payment plans, the portal can present scheduled payment options. Customers see the payment schedule, can make scheduled payments, and track their progress toward full payment. This flexibility improves collection rates while maintaining positive customer relationships.
Automatic Receipts
When customers complete payments, they immediately receive email receipts with transaction details. These receipts include payment amount, transaction ID, date, payment method used, and remaining balance if applicable. Automatic receipts reduce support requests and provide customers with instant payment confirmation.
Payment receipts are also stored in the customer portal, allowing customers to access historical payment records at any time. This self-service access reduces requests for duplicate receipts and payment verification.
Payment Notifications
Your team receives real-time notifications when customers make payments. These notifications include payment amount, invoice number, and customer information. Instant notification enables rapid order fulfillment, service restoration, or project continuation when payment was a blocking factor.
Payment notifications integrate with DrillerDB's accounting features, automatically updating accounts receivable balances and financial reports. This automation eliminates manual payment entry and reduces accounting errors.
Security and Compliance
All payment processing meets PCI DSS compliance requirements through Stripe's certified infrastructure. Customer payment information is encrypted during transmission and storage. DrillerDB never stores complete credit card numbers, maintaining security while enabling payment processing.
The system maintains detailed payment audit trails, tracking all payment attempts, successful transactions, and refunds. This documentation supports financial audits, dispute resolution, and regulatory compliance requirements.
Failed Payment Handling
If a payment fails due to insufficient funds, expired cards, or other issues, the system notifies both the customer and your team. Customers can immediately retry with a different payment method, reducing delays and improving collection success rates.
Failed payment information is logged for tracking and analysis, helping identify patterns that may indicate customer financial issues or technical problems with payment processing. This visibility enables proactive communication and problem resolution.