Getting my Customers Started on Alternative Payments

Getting started with Alternative Payments is a straightforward process for your customers. Here's how.

---

Alternative Payments is extremely easy to use for your customers and for you. Once you send your billing link to your customers, they can log in and start making payments right away.

1. Create the customer in your dashboard

Before your customer can access the payment portal, you need to create a customer record in your Partner Dashboard (or sync them from your connected PSA/accounting integration).

2. Send your billing link

Once the customer exists in the system, send them your billing link.

3. Customer completes setup and pays

They will be asked to confirm their business details, link their bank account or credit card, and select an invoice to pay.

Note: Credit card processing fees are passed through to the customer by default. Your specific rates may vary based on your plan.

Read more: Settling an invoice: A step-by-step guide to making easy payments through Alternative