Payment Portal User Guide

Here is a high-level introduction to the DigitBridge Payment Portal

The DigitBridge Payment Portal allows users to securely share invoice payment links with customers and gives customers a simple way to pay multiple invoices online via credit card or account credit. The Payment Link feature streamlines the payment process by directing customers to a dedicated portal, eliminating the need for back-and-forth communications or manual tracking.

Once a payment portal is generated, it can be accessed by the customer via the shared link, and after payment is completed, the transaction details will also be reflected within Invoice Processing or Receive Payment in the ERP.

This guide provides a high-level overview of how the portal works and links to more detailed instructions for each step of the process:

• Generate a Payment Link – Learn how to create a payment link from either an invoice or a payment record, including how to group multiple invoices into a single portal for the same customer. You can also add this payment link to an email.

• Use the Payment Portal – Understand what customers see when they open the payment link, how they can review invoices, and how payment amounts are entered and submitted.

• Viewing Payments Made Via the Portal – Find out where to track completed payments in the DigitBridge ERP and how to confirm invoice status after payment has been made.

If you’re looking to streamline billing and payment tracking, the Payment Portal is the central tool for managing digital payments within DigitBridge.