The Payer Portal is a secure online space where your payers can view, manage, and pay their invoices directly. It’s designed to make payment collection faster, easier, and completely digital.
What is the Payer Portal?
The Payer Portal connects directly to your Paystand Dashboard, giving your customers access to their open invoices and payment history. Each payer receives a unique link to their portal, ensuring secure access and visibility to only their account.
Your customers can:
View all open and paid invoices
Make payments using cards, ACH, or bank transfers
Download invoices and receipts
Track their payment history in real time
Set up Autopay for recurring invoices
Key features and functionalities
1. Secure access
Each payer receives a unique login link via email invitation or through an invoice notification. The portal verifies the payer’s identity to protect sensitive financial data.
2. Invoice management
Payers can view open invoices, filter by status, and review details such as invoice number, amount, and due date.
What to expect
- Payers can see their open and paid invoices, including amounts, due dates, and payment status
- Invoices can be sorted or searched for faster access
- Receipts can be downloaded after payments are completed
3. Multiple payment methods
The portal supports flexible payment options, including:
ACH (Bank Transfer) — No-fee payments directly from a bank account
Credit or Debit Card — Secure card payments
Paystand Wallet — Available for payers using saved payment methods
4. Autopay setup
Payers can enable Autopay for recurring invoices or subscriptions.
Once set up, payments are automatically processed on the invoice due date using the saved payment method.
Tip
- Autopay helps ensure invoices are paid on time without manual intervention
- Payers can update or disable Autopay anytime from their portal settings
5. Real-time status updates
All payments made in the Payer Portal sync automatically with the Paystand Dashboard.
This means your team can see payment activity instantly — no manual reconciliation required.
Benefits of using the Payer Portal
Faster payments through an intuitive, self-service experience
Reduced manual collection work
Secure and transparent access for customers
Seamless synchronization with your Paystand Dashboard
Example of the Payer Portal
| Section | Description |
|---|---|
| Invoices | Displays open, overdue, and paid invoices with quick filters |
| Payments | Shows completed transactions and receipts |
| Autopay | Allows setup or management of automatic payments |
| Wallet | Stores saved payment methods for faster checkout |
Things to know
- The Payer Portal is only available for customers who have been invited by the merchant
- All updates made in the portal reflect instantly in the Paystand Dashboard
- Admins can manage payer access and permissions directly from the Dashboard
Invite a payer to the Payer Portal
To give a customer access to their Payer Portal, they must be invited from your Paystand Dashboard.
To invite a payer, follow the steps in our guide:
Invite a payer to the Payer Portal