User role required: Owner/Manager
The invoice portal lets your customers view and download their invoices and pay you online, from a computer or their phone. These settings control how they pay, who gets told when a payment lands, and what contact details they see if they need help.
Before you start
Having at least one of these integrations set up enables these settings, so you can then configure them.
Card payments: the Stripe integration
Bank payments: the GoCardless integration
Payment details
Control whether your customers can pay by card, and up to what value. A card limit gives you more control over transaction fees on high value invoices, since bank payments usually cost you less than card.
âĄď¸ Click your Profile icon > Settings > Self-service > Invoice portal settings > View
Set Enable credit card to one of the following.
Click Save.
Always: customers can always pay by card, whatever the invoice total
Enable when amount is less than: customers can only pay by card when the invoice is below the amount you set
Choosing the limit option adds an Enable when amount is less than field underneath. Enter the amount there.
Important: Tell your customers not to reload the page while a payment is processing. Reloading can take a duplicate payment from their account.
What your customer sees
This setting controls card payments only, so what your customer can actually use depends on which integrations you have connected.
Your integrations | Invoice below the limit | Invoice above the limit |
Both Stripe and GoCardless | Card and bank are both offered | Bank payment only |
Stripe only | Card payment | No online payment. A message asks the customer to contact you to arrange payment |
GoCardless only | No online payment. A message asks the customer to contact you to arrange payment | Bank payment |
When both integrations are connected, card and bank are both offered by default and neither can be switched off manually. Setting a card limit is the only way to control which is available.
Where your customer pays by bank, how that works depends on your region. See Understanding GoCardless payments in Commusoft.
Preferences
Send your customer a receipt when a payment succeeds. A PDF copy of the receipt is attached to every payment email for your records.
âĄď¸ Tick Send payment receipt to customer
The email uses your Payment email template, so create one first if you do not have a suitable template already.
Communications
Set what appears in the support panel your customers see in the portal, so they know how to reach you.
Email address: choose Don't show email, Show company email to use the address from your company details, or Enter email to type a different one
Phone number: choose Don't show phone, Show company phone to use the number from your company details, or Enter phone to type a different one
Contact support description: the text inside the panel
Contact support title: the panel heading
Contact support available timing: when your team is available
Note: To hide the support panel completely, set both the email address and phone number to the "Don't show" options.
Notifications
Choose who is notified inside Commusoft when a customer makes a payment.
âĄď¸ Add roles to Send notification to
Everyone in the roles you pick gets an in-system notification each time a payment is made in the portal.
Email notifications
Send an email confirmation whenever a portal invoice is paid. This is separate from the receipt your customer receives.
In To, choose the roles or users to notify, or type an email address and press Return to add it.
Select a template from Email templates.
Click Save.
Note: Create the email template you need before setting this up, so it is ready to select.
What to set up next
With your payment settings saved, finish the setup so customers can reach the portal and see everything they need.
Portal access: add the portal tag to your Invoice email template, or customers have no way to open the portal
Terms and conditions: set your Invoice terms and conditions so customers can read them before they pay
Common questions
What happens if an invoice is more than my card limit?
What happens if an invoice is more than my card limit?
If an invoice is above your card limit, the card option is not offered in the portal. Your customer pays from their bank account instead if you have GoCardless connected. If Stripe is your only integration, they see a message asking them to contact you to arrange payment.
Can I stop customers paying by bank above a certain amount?
Can I stop customers paying by bank above a certain amount?
No, the limit here applies to card payments only. There is no equivalent setting for bank payments, and individual payment methods cannot be switched off in the portal.
Which roles can I notify?
Which roles can I notify?
The roles available are the user roles set up in your system, so the list you see matches your own configuration. Pick the roles that need to know as soon as money arrives, usually your finance and management roles.
Why has my customer been charged twice?
Why has my customer been charged twice?
A customer can be charged twice if they reloaded the portal page while their payment was still processing. Ask customers to wait for the confirmation rather than refreshing, and check your payment integration for the duplicate so you can refund it.