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: Go to Settings → Client Portal Click Customize to tailor branding Copy the unique portal link 📣…
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As a business owner you are busy, which makes it easy to overlook the importance of reviewing your...
