Customer Portal
A professional payment experience, without the login
Every quote, invoice, and statement has its own secure link that opens straight into a clean, mobile-friendly page — the way customers expect to interact with a modern business, without another account to manage.
No account required
Customers open a secure link and see exactly what they need — nothing else.
Your brand, not ours
Pro accounts show your logo and business details across every customer-facing page.
Built for a phone
Quote, invoice, and payment pages are fully responsive — most customers open them on mobile.
How it works
You send a link
By email, for a quote, invoice, or statement.
Customer opens it
No login, no app — just the link.
They review and act
Approve a quote, or pay an invoice, right there.
You see the activity
Views and actions are tracked on your side automatically.
A branded, secure link your customers use to review and pay — no login required.
Irrigation System Overhaul
INV-1009
Customer
Cypress Outdoor Services
Issue Date
Jun 10, 2026
Due Date
Aug 2, 2026
Total
$4,820.00
Amount Paid
$3,820.00
Balance Due
$1,000.00
Payment Schedule
| Milestone | Status | Amount |
|---|---|---|
| Deposit | paid | $1,500.00 |
| Materials & Equipment | paid | $2,320.00 |
| Final Balance | pending | $1,000.00 |
Payment History
| Date | Method | Amount |
|---|---|---|
| Jun 12, 2026 | Stripe | $1,500.00 |
| Jun 25, 2026 | ACH | $1,820.00 |
| Jul 1, 2026 | Check | $500.00 |
Pay Online
Secure payment via Stripe Checkout
Powered by KinetiqBilling
Questions? Email billing@palmettofieldservices.com
Frequently asked questions
Do customers need to create an account to view invoices?+
No. Each quote, invoice, and statement has its own secure link — customers open it, review the details, and pay, with no login or password required.
Can the customer-facing pages carry my branding?+
Yes, on the Pro plan your logo and business details appear on the customer portal pages and in the emails customers receive, so the experience feels like your business, not a third-party tool.
Does the customer portal work on mobile?+
Yes — the quote, invoice, and payment pages are fully responsive, since most customers open these links from a phone.
Related
Related feature
Get paid online without chasing a check
Accept card payments through Stripe Checkout — with Link, Apple Pay, and Google Pay available as part of the checkout experience — plus manual recording for ACH, wire, and cash.
Related feature
A complete billing history for every customer
Every quote, invoice, payment, and billing requirement for a customer lives on one record — plus statements you can send on demand.
Related solution
Billing that scales with any service business
Quotes, invoices, milestone billing, and accounts receivable for field trades, consulting, and professional services alike.
Ready to simplify your billing?
Start free — no credit card required. Upgrade when you need the full accounts receivable workflow.