When you send an invoice, the customer gets a link by text and email. Both go to the same page — a branded payment portal with the invoice details and a Pay now button.
What's on the page
| Element | What it shows |
|---|---|
| Header | Your logo and business name. |
| Invoice ID and date | Invoice number and date issued. |
| Line items | Quantities, prices, and tax per line. |
| Totals | Subtotal, tax, discount, deposit credit (if any), total due. |
| Pay now | Primary button to start payment. |
| Payment options | Card, ACH, Apple Pay, Google Pay (whichever you've enabled). |
| Download PDF | Link to download a copy. |
If you wrote a customer-facing note on the invoice, it shows in a quoted box above the line items.
Paying
When the customer clicks Pay now:
- They pick the payment method.
- They enter card or bank details (or pick a saved card on file).
- They see a confirmation screen.
- They get a receipt email immediately.
The invoice status updates in real time — you see Paid the moment they hit submit.
Mobile
The page is mobile-first. ~80% of customers pay on their phone — the form is optimized for it (large buttons, Apple Pay support, one-tap saving of the card).
Saving a card
The customer can tick Save card for future invoices at checkout. That card is then on file for the customer. See Adding a card on file for a client.
What the customer can't see
- Internal notes you wrote on the job or invoice.
- Your cost on a line item (if you tracked it).
- The tech's name or assignment.
- The job's activity timeline.
Only the line items, totals, and customer-facing notes are exposed.