How do customers pay?

By ACH or card, for one invoice or for many at once in a single transaction. Customers can also turn on autopay and add, update, or remove their own saved payment methods. Card and bank details are handled entirely by our payment providers: card payments run through Stripe, and Fazeshift never stores raw card numbers.

Do portal payments reconcile automatically?

Yes. A portal payment is tied to the invoices the customer selected at the moment they pay, so it arrives already matched. It’s applied to those invoices and synced to your ERP, with no remittance to read and no unapplied cash to chase.

We already have a payment portal or processor. What happens if we switch?

You don’t have to change your ERP or your books to switch. The portal reads invoices and balances from the systems you already run and writes applied payments back to your ERP. On a call, we’ll walk through your current setup and plan the move with you, including how your customers get their new portal link.

Can a portal user see into my Fazeshift account?

No. Portal users get their own login, kept entirely separate from your Fazeshift workspace. They see only their own account — their invoices, payments, documents, and credits — and can never reach your systems, your other customers, or your team’s view.

Is my financial data secure?

Yes. Fazeshift is independently audited for SOC 1 Type II and SOC 2 Type II, and is GDPR compliant. Every connection to your ERP, bank, inbox, and portals is one you authorize from your own systems and can revoke at any time. Your AR data does not train anyone’s model: we run on OpenAI and Anthropic models under zero-data-retention agreements. The reports are in our Trust Center for your team to review. Card payments in the portal run through Stripe, certified to PCI Service Provider Level 1.

Customer Portal | Self-Service for AR

Customer Portal

Most “payment portals” are a single invoice and a card field — everything else still comes to your inbox. Fazeshift’s Customer Portal is the whole account: balances, invoices, payment history, and documents in one place, with a payment that applies itself the moment it lands. Customers stop emailing to ask what they owe. You stop being the one who answers.

Book a demo

Give a customer a bare pay-one-invoice link and you’ve solved one problem and kept five: they still email for a statement, still ask what their balance is, still call to check on a payment they already sent, still need a W-9 or a copy of last month’s invoice. None of that shows up as a payment — it shows up as a ticket in your inbox, and someone on your team has to answer it by hand. A wider door doesn’t fix that. The same door has to hand the customer everything they need to act, not just a place to swipe a card.

Why agents, not rules

One login, the whole account — and a payment that’s already reconciled by the time it lands

One login. No signup. The whole account in one screen.

See the whole account

Your customer opens the portal through a simple link — no lengthy signup process — and sees every open invoice, their balance, and their payment history in one screen, instead of piecing it together over email.

ACH or card. Several at once. Or never think about it again with autopay.

Pay however works for them

They pay by ACH or card, select several invoices and pay them together instead of one link per invoice, or turn on autopay and manage their own saved payment methods going forward.

Invoice copies. Statements. The request never reaches you.

Get their own documents

Invoice copies and account statements are available to download right from the portal; the request that used to land in your inbox, gone.

Every payment that comes in through the portal is one your team didn’t have to chase, match, or key — the friction comes out of both sides at once.

See customer stories

~99%

Of portal payments apply themselves — no manual cash application

Under 1% ever needs manual matching. Because the payment is tied to its invoice at pay time, cash application is done before it starts — the cleanest remittance is the one you never had to read.

Everything a customer needs, nothing left for you to answer

Every capability here is one fewer email in your AR inbox:

One login, every account

If a customer manages more than one account with you, one portal login can be granted access to all of them, with a simple switcher between accounts — instead of separate logins for every location.

Pay in bulk, by ACH or card

Customers select multiple invoices and pay them in one transaction instead of working through them one link at a time — with card and bank details handled entirely by our payment providers.

Their own documents, on demand

Invoice copies, statements, and anything else your team uploads and shares — contracts included — downloadable right from the portal, no “can you resend that” landing in your inbox.

Autopay, self-managed

Customers turn on autopay and add, update, or remove their own saved payment methods — no more asking your team to delete a stored card by hand.

Cash that’s already applied

A portal payment arrives matched to its invoice, so it never becomes unapplied cash or a remittance to chase down.

Credits, in plain view

Customers see credit memos on their account, including what’s still unapplied — no email asking where a credit went.

Their own team, their own access

Where your team enables it, a customer can invite their own teammates to the portal, adjust roles, and revoke access themselves — no ticket to you to add or remove a user.

A real question gets a real answer

Structured questions and document requests submitted through the portal route straight into your team’s queue with the full context attached — not a stray email that lands with whoever happens to open it.

Isolated, secure access

Your customers get their own portal login, kept entirely separate from your Fazeshift workspace — a portal user can never see into your systems.

Works with what you already run

Your customer pays online, and it’s on your books already applied. No one in the middle.

View integrations

How customers pay, what they can do themselves, and how the cash comes back clean.

Book a demo

A payment link takes one invoice and a card number. The Customer Portal is the whole account — balance, every open invoice, payment history, and documents — so paying is one part of what a customer can do, not the only thing.