Sign up for a 14- day free trial (no credit card required) by entering your name and email here.
In your Chaser account, navigate to ‘Manage’ then ‘Payment Portal’. Insert your logo, bank details and connect your payment provider.
To check or add details to a Payment Portal, navigate to ‘Receivables’ and select a customer. Click ‘ Payment Portal’ to add notes for your customer, and click on their Payment Portal link to preview their portal.
Navigate to ‘Templates’ and click on the template you’d like to edit. From the ‘Placeholders’ menu on the right hand side, click the Payment Portal option to insert it and click ‘Save’. Payment Portal links will be sent to all customers that receive this template!