Skip to content
Skip to Content
CUSTOMER SELF-SERVICE

Give Your Customers a Self-Service Portal

Your customers view and pay their invoices, check their payment history and manage their saved cards — any time, without emailing you.

View and pay invoices online
Available 24/7
Email code sign-in, no password

Why Your Customers Will Love It

A self-service portal that empowers customers and saves you time

Every Invoice in One Place

Customers see the invoices you have sent them, filter by status and sort by date or amount

Recurring Schedules

Customers can see the recurring schedules you set up for them — amount, frequency and the next billing date

PDF Downloads

Customers download invoice PDFs for their records

Payment History

Every payment with its status, amount and date — and a CSV export for their bookkeeping

No Password Needed

Customers sign in with a one-time code sent to their email — no password to create or forget

Mobile Friendly

Responsive design that works on phone, tablet and desktop

Everything Your Customers Need

A complete self-service experience that reduces your workload

Invoice Library

The invoices you've sent them, in one list

  • Filter by status
  • Sort by date or amount
  • Open any invoice to see its details
  • Download invoice PDFs

Recurring Schedules

A clear view of what is billed on a schedule

  • See active recurring schedules
  • Amount and billing frequency
  • Next billing date
  • Invoices already generated by each schedule

Payment Methods

Saved cards, managed by the customer

  • Add new credit/debit cards
  • Set a default card
  • Remove old cards
  • Card details stored by Stripe, never on our servers

Payments & Addresses

Their payment records and billing details

  • Every payment with status, amount and date
  • Export payment history as CSV
  • Save and edit billing addresses
  • Set a default address

How It Works

Simple, secure access in three steps

1

You Send an Invoice

Each invoice email includes a secure link your customer can use to view and pay it

2

Customer Pays or Signs In

They can pay straight from the link, or sign in to the portal with a one-time code sent to their email — no password or registration

3

Everything in One Place

In the portal they see their invoices, payments, recurring schedules and saved cards

What This Means for Your Business

Less back-and-forth for you, less waiting for your customers

Fewer "Please Resend" Emails

Customers find and download their own invoices instead of asking you for copies

Access Around the Clock

Customers can check an invoice or pay it at midnight or on weekends — without waiting for you

Records Customers Can Export

Customers download their payment history as CSV instead of asking you to compile it

Cards Kept Up to Date

Customers add a new card and remove expired ones themselves

Ready to Give Your Customers a Self-Service Portal?

Give your customers the self-service portal they deserve

Paid subscription • Billed at signup • Cancel anytime

Works Great With These Features

The customer portal integrates seamlessly with other powerful features

Automated Reminders

Polite reminders by email or SMS, each with a link to view and pay the invoice

Learn More

Email & QR Delivery

Send invoices by email or QR code, each with a secure pay link

Learn More

Recurring Billing

Invoice on a schedule — customers can see their recurring schedules in the portal

Learn More

Frequently Asked Questions

No password or registration. To pay a single invoice they just open the link you send. To see everything in the portal, they sign in with a one-time code sent to their email.
The invoices your business has created for them in Paganki, together with their payment history. If another business on Paganki has billed the same email address, those invoices appear under the same sign-in too.
They can sign in to the portal at any time with their email address and a one-time code to find the invoice. You can also resend any invoice from your dashboard.
Yes. Customers can add a new card, set a default and remove old cards. Card details are stored by Stripe, never on our servers.
Yes. The customer portal is included in every plan at no extra cost.
Customers sign in with a one-time code sent to their email and only ever see their own invoices and payments. Card payments are processed by Stripe, and all traffic is encrypted over HTTPS.
Yes. Each open invoice has a pay button that opens a secure checkout where they can pay by card.
The portal is responsive and works in modern browsers on phones, tablets and desktops.