Invoicing & payments

Get paid where your clients already are

Send invoices from the same portal your clients use for their forms and files. They pay by card in a couple of clicks, and the money goes to your own Stripe account. Included in the Premium plan.

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14-day free trial · No credit card · Clients are always free

The work is done. The invoice is still open.Getting paid shouldn’t be the hardest part.

Waiting on bank transfers

Clients mean to pay, then the invoice slips down their inbox and the transfer never happens.

Retainers billed by hand

Every month someone recreates the same invoice and sends it again.

Awkward follow-ups

Chasing a client for money is the email nobody on your team wants to write.

How it works

Up and running in an afternoon

  1. 1

    Connect Stripe

    Link your own Stripe account through Stripe Connect, so client payments go to you.

  2. 2

    Create the invoice

    Add line items, tax and your saved services, with your logo and business details on every invoice.

  3. 3

    Get paid

    Clients pay by card in their portal. Automatic reminders follow up on anything still due.

Billing that fits client work

One-off fees and retainers, handled

Invoices

Professional invoices in minutes

Line items, tax and saved services make every invoice quick to put together. Save it as a draft, send it or print it.

Recurring billing

Retainers that bill themselves

Bill weekly, monthly or yearly. Pause, resume or cancel a recurring invoice whenever the engagement changes.

Client payments

Pay by card, save for next time

Clients pay in their portal, can save a card for future invoices and see their full invoice history.

Reminders

Polite chasing, done for you

Automatic payment reminders go out on your schedule, in words you can edit, so you don’t have to write the email.

Your Stripe account

Payments go straight to you

Portalstack connects to your own Stripe account through Stripe Connect. Your clients pay from the portal they already know, without a separate payment page to hunt for.

  • Invoices carry your logo and business details
  • Invoice history in each client’s portal
  • Automatic reminders for anything still due

Works with the rest of your portal

Proposals & engagement letters

Interactive proposals clients approve online

E-signatures

Send any PDF for signature in minutes

Client onboarding

Forms, ID checks and tasks in one flow

Document collection

Request files and let reminders do the chasing

Client portal

A branded home for every client

Secure file sharing

Folders per client, with control over every file

Virtual data rooms

NDA-gated rooms for deals and due diligence

FAQ

Invoicing and payments, answered

Which plan includes invoicing and payments?
Invoicing and payments are part of the Premium plan, at US$39 per internal user a month. Your 14-day trial includes them, with no credit card needed.
Do I need a Stripe account?
Yes. Portalstack connects to your own Stripe account through Stripe Connect, so payments are made to you.
How do clients pay?
By card, in their client portal. They can save a card for future invoices and see their invoice history.
Can I bill retainers automatically?
Yes. Set up recurring invoices weekly, monthly or yearly, and pause, resume or cancel them at any time.
Will Portalstack chase unpaid invoices?
Yes. Automatic payment reminders go to the client on the schedule you set, and you can edit the reminder email.

Get started

Send your first invoice through your portal

Start a free trial, connect Stripe and invoice a test client in minutes.

Start free trial

14-day free trial · No credit card · Clients are always free