About Customer Payments powered by Fortis

Related information

Related topics

• View and print posted payment details—Accounts Receivable
• Create an invoice—Accounts Receivable
• Create a recurring invoice
• Company logo

Customer Payments powered by Fortis is a subscription inbound payment service that allows you to receive payments from customers using the payment portal.

Key features

• Customers can pay invoices directly from the invoices you send, using the link in the invoice.

• Allow your customers to schedule payments for a future date.

  The status of the relevant invoice changes to Payment scheduled and no further payments can be made until the payment clears. Payments are made on the scheduled date without further intervention from your or your customer. When the payment clears, the status of the relevant invoice changes to Paid or Partially paid.

• Process recurring customer invoices automatically after the first invoice is paid, without further action from you or your customer, until the last invoice is paid or you turn off the recurrence schedule.

• Enhance your company's branding by displaying your company logos on the portal, improving transparency, trust, and branding consistency.

• Partial payments "lock" invoices until the payment has cleared, preventing duplicate payments.

• Accept card or ACH payments for any customer invoice.

  Payments are applied instantly without manual reconciliation.

• Handle repeat payments without customer needing to input their details again.

  The first time your customer makes a payment via the portal or the link in the invoice, Fortis generates a secure token that keeps the customer's details secure. Intacct does not hold or manage the tokens directly.

• Track payments on the Posted payments page.

Regional availability

United States