This guide explains:
How the payment portal works
How customers use the link to pay an invoice
Where to find the payment portal link
How the payment portal works
The payment portal lets customers pay a specific invoice by entering details from that invoice.
When a customer uses the link, they provide invoice information to identify the correct invoice. This means:
The payment is automatically matched to the right invoice.
No manual allocation is needed after the payment is made.
If you’re currently using a generic payment link and manually matching payments to invoices, the payment portal removes that extra step and reduces admin work.
The link is:
Reusable – it can be used by any customer
Static – it never changes, so you can share it once and reuse it
Branded – it includes your business name and branding
You can place the link anywhere you want customers to go to pay an invoice, such as your website or email signature.
How customers use the link to pay
When a customer opens the payment portal link, they’re asked to enter:
Their name
The invoice number
The postcode shown on the invoice
Adfin validates these details and displays the matching invoice.
The customer can then pay the invoice in the same way as any other On Demand payment.
After payment:
The payment is handled in Adfin like a standard invoice payment.
The invoice balance is updated automatically.
Where to find the payment portal link
To find your payment portal link:
Go to Links in the sidebar.
Copy the payment portal link.
The link shows your business name and branding. You can open it yourself to see the customer experience before sharing it.