Customer portals
Bring service records, invoices and support requests together under your brand.
Privacy
Connect the sale to everything that follows.
Give customers a place to pay and request support. Connect billing to your CRM, onboarding and the people who deliver the work.
One place to pay. A clear next step.
Give customers a branded portal for invoices, recurring services and support. Connect orders and confirmed payments to your CRM, onboarding checklist and the employee responsible for delivery.
Billing workflows
Set up agreed one-time charges, recurring plans and payment-status updates using suitable billing and payment providers.
Connected onboarding
Use a confirmed payment to prepare customer records, assign a task and start the agreed onboarding steps. Exceptions go to an employee.
Support with context
Organize support tickets and email replies. Where useful, AI can classify requests, summarize conversations and prepare a response for review.
Follow a paid order through the workflow.
Illustrative order-to-onboarding workflow
Order DEMO-104 is ready for checkout.
The selected service and customer record are attached to an invoice. The workflow waits for the payment provider to confirm the transaction.
Status: awaiting payment
The payment provider confirms payment.
The invoice is marked paid and matched to the order. A repeat notification is checked against the transaction record before downstream work starts.
Status: payment confirmed
A prepared onboarding task reaches the team.
The CRM record is updated. An employee receives the purchased service, contact details, invoice reference and onboarding checklist.
Owner: onboarding team
A support request arrives with customer context.
The ticket is linked to the service record. An AI summary and suggested category can help the responsible employee respond.
Status: employee response required
Step 1 of 4
Illustrative example. No payment is taken and no customer system is connected.
Built around your business.
We assess your existing billing, accounting and CRM systems before choosing a platform. Paymenter can be a foundation where its service model fits. Existing systems can stay in place when connecting them is the better approach.
Your business remains responsible for its products, customer relationships and important commercial decisions. Payment-provider eligibility, refunds, access and operational responsibilities are established during discovery.
Implementation. Management. Agreed sales fees.
Implementation and ongoing management are scoped around the portal, integrations and support you need. Where suitable, commercial terms may include a fee tied to agreed sales.
Eligible transactions, the fee calculation, reporting and treatment of refunds are defined in the agreement before launch. Automated fee collection requires a suitable payment integration and provider approval.
Discuss your billing workflow