HELP
Getting Paid and Payment Fees

Try it yourself: the customer’s payment page

This is the real public payment page, exactly what a customer sees at their /pay/:token link, with no sign-in. Switch between the demo tokens above the widget to see a standard invoice, a progressive invoice offering payable-now vs. full balance, a retention-held invoice collecting only its retained balance, and a recurring invoice offering autopay.

  1. Review the invoice: line items, totals, and amount due.
  2. Download the detailed invoice PDF.
  3. Compare paying by bank transfer vs. by card.
  4. See the processing fee line when the company passes fees along.
  5. On the progressive invoice, choose Pay now or Pay full.
  6. On the retention-held invoice, see it collects only the retained balance.
  7. On the recurring invoice, opt into autopay.
  8. Click Pay Online to open the payment form.
  9. Submit the payment.
  10. See the confirmation screen.

Public invoice payment page: company branding, invoice number and job context, line items, totals, a card-vs-bank-transfer choice with fee breakdown, payable-now vs. full balance on retention invoices, autopay opt-in on recurring invoices, and a payment confirmation screen.

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