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
- Create and send invoice with Pay Online link
- Customer receives email with payment link
- Customer clicks link and views invoice
- Enters payment details (card or bank account)
- Payment processes through Stripe
- You receive instant notification
ACH bank transfers have lower fees than credit cards (0.8% vs 2.9%). For large invoices, ACH can significantly reduce payment processing costs.
Payment Method Comparison
| Method | Processing Fee | Settlement Time | Best For |
|---|---|---|---|
| Credit Card | 2.9% + $0.30 | 2 business days | Quick payments |
| Debit Card | 2.9% + $0.30 | 2 business days | Consumer payments |
| ACH Transfer | 0.8% (max $5) | 3-5 business days | Large invoices |
Step-by-Step Workflow
- Create and send invoice with Pay Online link
- Customer receives email with payment link
- Customer clicks link and views invoice
- Enters payment details (card or bank account)
- Payment processes through Stripe
- 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. 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 pay invoices in full using credit cards, debit cards, or ACH transfers. The system tracks all payments against invoices, maintaining accurate balance information and payment history.
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 customer will see an error message and can retry with a different payment method. Your team is notified of successful payments through the system.
DrillerDB never stores complete credit card numbers. All payment data is securely processed through Stripe's PCI-compliant infrastructure, protecting both you and your customers.
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
- Document Access - Share documents
- Invoicing - Create invoices
- Stripe Connect - Payment setup