Payment portal software is becoming more and more popular as businesses explore new ways to streamline their payment processes. In this article, we'll show you how to login to your client payment portal and start working on your payments.
How to login to the Client Payment Portal
If you are a client and need to login to the Client Payment Portal, follow these steps:
Step One: Log in to your account on the Client Payment Portal.
Step Two: Click on the "Login" button in the top right corner of the screen.
Step Three: Enter your user name and password. Then click on the "Log In" button.
How to create invoices and track payments
Creating invoices is a great way to keep track of payments, and it can be easy to do with a client payment portal. This article will show you how to create an invoice, and then track payments through the portal.
How to print statements and reports
If you have a client who pays you by check, you can print statements and reports from your payment portal. To print statements and reports: 1. Log in to your payment portal. 2. Click Reports and Print Statements. 3. In the Reports section, click Print Statements. 4. In the Print Statement section, select the date range for which you want to print statements and reports, and then click Print.
How to dispute a payment
If you're not happy with the payment you received, you can dispute it. Here's how to login and dispute a payment:
1. Go to the Client Payment Portal and sign in.
2. Click on the "Disputes" tab.
3. Select the payment you want to dispute and click on the "Continue" button.
4. Fill out the dispute form and click on the "Submit" button.
Conclusion
If you are looking to set up a payment portal for your business, there are a few things you will need to do in order to get started. In this article, we will go over the basics of how to login and set up your payment gateway. Once you have completed these steps, you will be ready to start accepting payments from your clients!