Client Portal

Everything your customers need. All in one place.

Give your customers a branded self-service portal, right on your website. Invoices, statements, lien waivers, receipts, credit balances, and payments, all in one place, without ever calling your AR team.

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Main chalenges

Your AR team spends half their day answering questions that should answer themselves.

Every call asking for an invoice copy, a statement, or a lien waiver is time your team is not spending on work that actually moves the needle.
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Customers call for documents they should already have
Invoice copies, receipts, statements, lien waivers. Your AR team fields these requests all day. It is repetitive, it is interruptive, and none of it should require a call.
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No single place to see what they owe
Customers juggle emails, PDFs, and calls trying to piece together their account. When there is no clear picture, payments slow down.
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Paying invoices is harder than it should be
No saved payment methods, no way to pay multiple invoices at once. Every payment is a fresh process and another reason for customers to delay.
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Lien waiver management is a back and forth nightmare
Requests by email, follow-ups by phone, documents lost in threads. It slows down your customers and ties up your team at the same time.
How it works

A portal that lives on your website & works for both sides.

Branded to you, powered by Payra. Your customers log in and handle everything themselves so your team does not have to.

1. Lives on your website, branded to your business

The client portal sits directly on your website under your brand. Your customers never know Payra is behind it. They just log in, find what they need, and get it done.

2. Full self-service for every document they need

Invoices, statements, receipts, lien waivers, and credit balances, all available the moment your customer logs in. No calls, no emails, no waiting. They find it, download it, and move on.

3. Pay one invoice or twenty, with payment methods on file

Customers can pay a single invoice or settle their entire balance in one shot, apply available credit balances, and save payment methods for next time. No AR team involvement required.
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Every part of the payment cycle covered.

Cash Application

Every payment triggers the correct journal entries, splits out fees, and marks the invoice paid without anyone touching it.

Credit Management

Digital credit applications with bureau data pulled automatically and credit balances reflected in real time everywhere.

Physical & Virtual Terminals

Accept card, ACH, and check at the counter, job site, or over the phone with every transaction posting to your ERP automatically.

Custom Notifications

Automated reminders on a cadence you control, sent by email and text, until the invoice is paid.

Client Portal

A branded self-service portal where customers pay, view statements, and manage documents without calling your team.

Smart Invoicing

Your actual ERP invoice delivered with a payment link, by email, text, and client portal automatically.

Whatever ERP you’re running we can integrate

Why Payra

Enterprise-grade, built to move transactions of any size

Invoices go out, payments come in, and client notifications run themselves, all without a single export, login, or spreadsheet.

40%

Reduction in DSO

3 weeks

Average time to go fully live

99%

Automatic cash application match rate

75%

Reduction in customer calls and follow-ups

Case Study
2
mins to read

How Mabry Brothers cut collection times by 50% using Payra

Case Study
2
mins to read

How CBG Draft Services reduced debt with Payra

Article
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The real cost of waiting 83 days to get paid by your contractor customers

Security

Enterprise-grade security. Built in from day one.

Your data is protected, your transactions are secure, and your customers can trust the experience on every interaction.

FAQs

What can customers see and do in the portal?

Customers can view invoices, statements, lien waivers, receipts, and credit balances, and make payments, all in one branded portal on your website, without ever needing to call your AR team.

Can customers make payments directly through the portal?

Yes. Customers can pay multiple open invoices right from the portal, using the same payment methods available elsewhere in Payra.

Does the portal reduce calls to our AR team?

Yes. Because customers can self-serve for invoices, statements, receipts, and payments, your AR team fields fewer routine calls and can focus on exceptions.

How is the portal secured?

Customers log in using two factor authentication, verified against all the emails and phone numbers associated with their customer account, so access stays secure without adding friction for legitimate users.

Get Started

See how Payra works inside your ERP

15 minutes. No commitment. We'll show you the exact integration with your ERP and a realistic path to go live.

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