Customer Payment Portal

Share data with your customers to view and update.

This redesigned Customer portal app incorporates e-commerce features.

Customers can log in and store their payment details to make future invoice payments as simple as one click.

Business Managers can use the stored payment details to charge the customer on their behalf at any time.

About payment processors

In order to accept online payments you will need an active account with a payment processor.You can see learn more about our supported processors here.


Customers log in to their own dashboard where they view open invoices and have easy access to make a payment. Customers can pay using their credit card; they can opt to store the credit card details for future payments. Business Managers and Customers have a 1-click option to submit a payment using stored payment details.

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  • Customers login to requests services and pay outstanding invoices.

  • Business Managers view customers to manage their service requests and invoice payments.

Who uses the Customer Payment Portal?

  • Businesses who want their customers to request services and manage billing online.
  • Agencies and Consultants who want to share and collaborate with customers.

Key Features

  • Customers can log in any time and make a payment using their credit card and/or a Paypal account

  • Customers can store their credit card information (Stripe only). Business Managers can charge a customer on their behalf using their stored payment details any time.

  • This template works with service requests and invoices, but you can customize the app to work with your custom data.

  • When each customer logs into the customer portal, they will only see the data connected to their customer account.

  • Approvals, notifications, and permissions can all be integrated into your customer portal, so your customers can participate directly in your business processes and workflows.

  • Embed the customer portal right into your website so your customers don't even have to leave your site.

About this template

Knack is an easy to use custom online database platform. This means you can completely customize this template and add features to meet your exact needs. If you need something even more customized you can build your app from scratch.

What's next?