🔒 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.
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:
Go to Settings → Client Portal
Click Customize to tailor branding
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