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.

Quick Start: Collect Online Payments

1. Create and send the invoice. The email has a View & Pay Invoice button
2. Customer receives the email
3. Customer clicks the button and views the invoice
4. Enters payment details (card or bank account)
5. Payment processes through Stripe
6. You receive instant notification

Payment Method Comparison

Step-by-Step Workflow

1. Create and send the invoice. The email has a View & Pay Invoice button
2. Customer receives the email
3. Customer clicks the button and views the invoice
4. Enters payment details (card or bank account)
5. Payment processes through Stripe
6. You receive instant notification

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.

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 and verify completed work, and use Print to print the invoice or save it as a PDF. After the invoice is paid, a Receipt button appears beside Print at the top of the invoice, and the payment confirmation page has Download Receipt. Both give a printable receipt file.

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 pay invoices using credit cards, debit cards, or ACH transfers. The portal shows a Pay button with the amount, and Pay by bank instead or Pay by card instead to switch method. If your company allows partial payments, an Amount to pay box lets the customer pay part of the balance now, with Pay full balance to pay it all; the remainder stays due on the same link. The system tracks all payments against invoices, maintaining accurate balance information and payment history.

Automatic Receipts

When customers complete payments, they receive email receipts with transaction details. To stop these emails, turn on Pause "Payment Received" emails to customers in Settings > Invoicing & Tax. 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 customer will see an error message and can retry with a different payment method. Your team is notified of successful payments through the system.

Troubleshooting

Payment link not working?

• Verify Stripe Connect is properly connected
• Check invoice was sent with payment enabled
• Generate new payment link if needed

Customer payment declined?

• Customer should verify card details
• Check if card is expired
• Try different payment method
• Contact card issuer for blocks

Payment received but invoice not marked paid?

• Allow time for sync (usually instant)
• Check Stripe dashboard for payment status
• Manually mark paid if sync failed

No payment notification received?

• Check notification settings
• Verify email delivery
• Check Stripe webhook configuration

Related Topics

• Proposal Approval - Proposal process
• What Your Customer Sees - The link your customer opens
• Invoicing - Create invoices
• Stripe Connect - Payment setup