Fewer Balance Questions. Faster Payments. Better Experience.

Hyfin’s Customer Portal gives their customers one clean, branded place to handle everything —  stay out of day-to-day payment follow-ups. 

🔒 Secure, Branded, and Self-Service by Design

The Customer Portal gives customers a modern, self-service experience that removes friction and helps payments come in faster.

Customers can:

 ✔️View outstanding balances and past due balances

✔️See all open and paid invoices in one place

✔️Pay multiple invoices in a single transaction

 ✔️Update saved card or ACH details in their secure wallet

 ✔️Manage recurring donations

 ✔️Download or resend payment receipts

 ✔️Review full payment and invoice history

Fewer "What do I owe you?" messages.  Less manual follow-up. Cleaner collections.

🔁Fits Seamlessly Into Any Merchant Setup

No matter how a merchant uses Hyfin, the Customer Portal just works — without adding operational complexity. 

• Using Hyfin as a standalone solution
• Connected through QuickBooks Online
• Powering payments via API integrations

Customers always see a single, clean view — and merchants spend less time chasing payments.

⚙️ Getting the Portal Live Is Simple

Merchants don't need to change their workflow to use the Customer Portal.

To access their portal link:

1. Go to Settings → Client Portal

2. Click Customize to tailor branding

3. Copy the unique portal link

📣 How Merchants Can Share the Customer Portal 

Once enabled, merchants can share the Customer Portal in whatever way best fits their business:

Add it to their website: Embed the portal using the HTML code we provide for an always-available payment option

Send the direct link: Ideal for email blasts, text messages, invoices, or onboarding workflows

Invite customers individually: Send invitations directly for a customer profile inside Hyfin