|Accelo Payments is currently in beta.|
In Accelo Payments, all payments are made using a saved credit card or bank account (ACH). This helps to improve your cash flow by making payments on a predictable schedule according to your invoice due dates, and also reduces the effort required from your clients by eliminating manual payments. This guide provides details on how your clients can save and manage their payment information via the Client Portal.
Using this guide, you can:
To manage their payment information, your clients will need to log in to your Accelo Client Portal at https://YOURDEPLOYMENT.accelo.com/portal This ensures that payment information remains secure, and that your clients are able to update their payment information at any time.
Before your clients can access your Client Portal to manage their payment information, you'll need to enable two settings:
To enable the Client Portal, follow these simple steps:
To manage their payment information, your clients must be able to view the invoices they'll be paying for. To grant them permission to view their invoices, follow these simple steps:
You can also manage permissions for your contacts individually. For more information on user-specific permissions, check out our guide on group-specific permissions.
To save their payment information, your client will need to log in to your Accelo Client Portal at https://YOURDEPLOYMENT.accelo.com/portal To make it easy for your clients to manage their payment information, we recommend including this link on your invoices. The [invoice.payments] merge field can be used to include the correct link automatically. For details on how to grant your clients access to your Client Portal, check out the guide at
Once they’ve logged in to your Client Portal, your client should click Manage Payment Method
The Manage Payment Method page will provide a summary of the client’s saved payment method. To save a new payment method, simply click the Add Payment Method button.
All payment information is encrypted, and is stored on PCI certified infrastructure.
To provide your clients with control over automatic payments, they can remove their saved payment method at any time. Removing a saved credit card or bank account will securely delete the payment method, and prevent it from being charged for any further invoices. Accelo will automatically update the Payment Status of the client’s outstanding invoices. Removing a payment method also allows your clients to enter new payment information, such as when a credit card expires. To remove a saved payment method, your client should follow these steps: