The Problem: Delayed checks, high card fees, and invoicing disputes

Chasing clients for past-due balances is a headache for professional services. Taking credit cards over the phone raises compliance issues and incurs high merchant fee percentages. Waiting on bank checks in the mail stalls your cash flow. Furthermore, without a clean review board, clients often dispute itemized bills because they lack visibility into the work delivered.

Our Solution: Stripe-integrated payment workspaces inside client accounts

We integrate clean, secure billing dashboards inside your portals. Clients can check details of current invoices, set up recurring retainers, and settle accounts with secure bank ACH transfers or credit cards. The checkout system connects to Stripe, protecting transactions and sending data updates back to your accounting systems.

Billing Portal Features:

• PCI-Compliant Encryption

  We use Stripe Elements and Plaid APIs so sensitive bank and credit card details never touch your servers.

• Automated Retainers & Installments

  Establish monthly retainer schedules or payment plans that trigger automatically on project milestones.

• Itemized Ledger Histories

  Give clients access to their complete invoice history, payment confirmation receipts, and escrow records.

Pay $1,250.00 via Secured ACH