Payers can create and manage their Payer Portal account to securely access invoices, make payments, and update their account settings.
Create a new Payer Portal user
Payers can create an account directly from the Sign Up button on the Payment Summary page or the Payer Portal login page.
To create an account, the payer must enter:
A display name
The email address on file in the merchant’s Dashboard
-
A password that includes:
8 characters
1 lowercase letter
1 uppercase letter
1 number
1 symbol
Once created, the payer can log in using their new credentials.
Log in to the Payer Portal
Payers can access the login page by:
Clicking Log In on the Payment Details page, or
After logging in, the payer is directed to their Payer Portal dashboard.
Reset a forgotten password
If a payer forgets their password, they can reset it from the login page by clicking Forgot password?
They will receive an email with instructions to create a new password.
Things to know
- Email changes must be made in the merchant’s ERP (Sage Intacct)
- Payers must use the updated email for future login attempts
- All changes sync automatically to the Payer Portal
Manage account settings (Profile page)
The Profile page allows payers to manage their login and security settings.
Payers can:
-
Change their password
Enter current password
Enter and confirm new password
-
Enable Multi-Factor Authentication (MFA)
Adds an extra layer of security to the account
-
Sign out
Ends the current session; the payer must log in again to return to the portal
Tip
- We recommend enabling MFA for stronger account security
Recommended article
For information on giving customers access to the Payer Portal, see:
Invite a payer to the Payer Portal