Client Payments
Secure invoice payment workflows for authorized clients.
Private invoice links
Payments are tied to specific invoices and professional services.
Authorized clients may receive a unique private payment link for consulting invoices, retainers or professional services. Payment pages should display the legal business name, invoice number, amount, client name, due date and support information.
Payment controls
- No public invoice numbers in URLs
- Secure random payment tokens
- Bank account verification before ACH debit
- Explicit ACH debit authorization language
- Payment status tracking and receipt records
Expected flow
Clear customer experience from invoice to receipt.
Open invoice
Client opens a private secure invoice link.
Verify bank
Client connects a bank account through a secure verification provider.
Authorize ACH
Client accepts one-time ACH debit authorization for the displayed amount.
Status update
Invoice moves to pending, paid, failed or returned based on processor status.