Invite a customer to pay online
Send an invitation so a customer can register for the Payments portal.
Send an invitation so a customer can register for the Drypowder Payments portal. Once they accept, they can view their open invoices and pay by ACH or card.
Send an individual invitation
- Open the Customers Dashboard and click the customer you want to invite.
- In the account detail view, click Invite.
- The system sends an email invitation to the contact email address on file.
The customer receives a registration link. Once they register and accept, they can sign in to the Payments portal and start paying.
Send bulk invitations
- On the Customers Dashboard, select multiple customers using the checkboxes.
- Click the Invite bulk action.
- Invitations are sent to all selected customers.
This is useful when you are rolling out Drypowder to a large portion of your customer base at once.
Resend an invitation
If a customer's invitation expired before they registered:
- Find the customer on the Customers Dashboard. Their status badge will show Expired.
- Select the customer and use the Resend action.
Track invitation status
Each customer on the dashboard shows an invitation status badge:
| Status | What to do |
|---|---|
| No badge | Customer has not been invited yet. Consider inviting them. |
| Pending | Invitation sent. Give them a few days, then follow up if they have not accepted. |
| Accepted | Customer is registered and can pay through the portal. No action needed. |
| Declined | Customer declined. Follow up to understand why, or respect their preference. |
| Expired | Invitation timed out. Resend if you still want to invite them. |
Tips
- Prioritize high-balance accounts. Sort by outstanding balance or Collection Priority to identify which customers to invite first. The largest balances give you the biggest return on getting a customer into the portal.
- Follow up on Pending invitations. If a customer has been Pending for more than a week, a quick phone call or email nudge can make the difference. Sometimes the invitation lands in spam or gets lost in a busy inbox.
- Check contact information. The invitation goes to the email on file from your ERP. If a customer says they never received it, verify the email address in Spruce.
Related
- Tutorial: invite a customer — Step-by-step walkthrough including what the customer sees.
- Review and prioritize accounts — Deciding which customers to invite next.