There are two ways they can do this:
1) If Client Login is enabled under System > Settings > Company Details > Branch Details, then your Clients can log into their Client dashboard and view & pay their Invoice/Credit Request from there - they simply need to click the green ‘Pay Now’ button next to an Invoice found on the ‘Unpaid Invoices & Credit Requests’ panel.
An example of a Client dashboard, with the ‘Unpaid Invoices & Credit Requests’ panel highlighted.
2) They can also pay their Invoice/Credit Request without logging in via the secure payment link found on any payment request emails sent to them - this will take them to the secure Invoice payment portal.
Note: both routes only work on items with an Unpaid status. An item scheduled for Auto Charge sits in a Pending status until its charge date, and a Client cannot pay it in the meantime - it is not listed on the ‘Unpaid Invoices & Credit Requests’ panel, so there is no ‘Pay Now’ button for it, and the secure payment link will not collect it. To let a Client pay a Pending item now, go to Accounting > Raised Invoices, open the ‘Pending’ tab, select the Invoice, then click Actions and select Cancel Pending Payment. It returns to Unpaid and can be paid as normal.
In both cases, the Client will first be presented with a number of payment methods that they can choose from; such as Card, Bank Transfer, or Direct Debit. This page will look something like this.
Invoice payment page shown to Clients.
Note: Which methods appear depends on the Invoice. Invoices raised using Split Payments or Automated Payouts, which includes every Invoice raised while operating as an Employment Agency, can only be paid through Stripe. Methods that are unavailable are hidden from the Client's page entirely rather than greyed out, so a Client may see fewer options than the example above without being told why.
You, as an Administrator, have the option to take payments from your Clients through Online or Offline means, under Accounting > Raised Invoices > select the Invoice > Actions > Take payment. Administrators do see unavailable methods, greyed out with the reason shown alongside them.
Invoice payment page shown to Administrators.
Frequently Asked Questions
Can my Client’s balance be used to mark off an Invoice?
Yes - if you have ‘Automatically mark Invoices paid’ enabled under System > Settings > Accounting > General, you can navigate to the Invoice under Accounting > Raised Invoices > select the Invoice and select the Pay From Credit button to make a full or partial payment of the Invoice from the Client’s pre-existing credit. This is not available on Split Payments or Automated Payouts Invoices.
What happens when an Invoice is raised for a Client who does not have sufficient credit in their account to cover the total?
In this case, any credit that the Client has will be deducted from the Invoice as a partial payment, and the remainder will be reflected in the ‘Still to pay’ section of the Invoice.
In the inverse situation, where a Client has more credit on their account than the Invoice total, the remaining credit will remain on their Client balance as part of their Invoice balance.
Can I automatically charge my Clients for their Credit Requests?
Find out more about auto charging your Clients here.