# PaymentPortal

Give your customers a modern self-service portal to view invoices, make payments via ACH or credit card, set up payment plans, and resolve disputes — reducing inbound inquiries and accelerating collections without additional collector effort. Pair it with Tesorio Pay to lower the cost of processing and run payments, payouts, and reconciliation in one system.

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4.7/5 on G2 (237 reviews)

## 24/7Self-Service Access

## 2xPayment Speed

## ACH + CardPayment Methods

### Trusted by finance teams at

[Case study](/content/customers/veeva/index.html)

[Case study](/content/customers/gitlab/index.html)

[Case study](/content/customers/couchbase/index.html)

[Case study](/content/customers/discovery-education/index.html)

[Case study](/content/customers/securityscorecard/index.html)

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[Case study](/content/customers/smartsheet/index.html)

[Case study](/content/customers/seismic/index.html)

[Case study](/content/customers/singular/index.html)

Product Demo

## See Payment Portal in action

dashboard.tesorio.com/payment-portal

T

Tesorio Pay

Welcome, Acme Corp

Invoices

You have 2 open invoices totaling $20,650.00 USD

| Invoice     | PO      | Due Date | Balance     | Status   |
|-------------|---------|----------|-------------|----------|
| INV-2026-0847 | PO-9921 | Mar 31   | $12,450.00 | Open     |
| INV-2026-0832 | PO-9908 | Mar 15   | $8,200.00  | Past Due |
| INV-2026-0819 | PO-9895 | Mar 1    | $0.00      | Paid     |
| INV-2026-0801 | PO-9881 | Feb 15   | $0.00      | Paid     |

Pay $20,650.00 USD

### Choose Payment Method

- Credit / Debit Card  
  Card Number  
  •••• •••• •••• 4242 VISA  
  Expiry  
  01/28  
  CVC  
  •••

- Bank Transfer (ACH)

Pay $20,650.00 USD

| Summary  | Amount       |
|----------|--------------|
| INV-2026-0847 | $12,450.00 |
| INV-2026-0832 | $8,200.00  |
| Total    | $20,650.00  |

### Payment Complete

Thanks for your payment of

$20,650.00 USD

| Receipt sent to john@acme.com · Download a copy |

Accepts: Card, ACH, Wire

## Features

## How Payment Portal works

1  
   ### Customer Self-Service  
   Customers log into a branded portal to view all open invoices, payment history, and account statements. They can pay individual invoices or make bulk payments without emailing your team for PDFs or account details.

Your Invoices3 invoices
   
   | Invoice     | Amount  |
   |-------------|---------|
   | INV-2026-0847 | $12,450 |
   | INV-2026-0832 | $8,200  |
   | INV-2026-0819 | $15,780 |

✓ Payment Complete

2  
   ### Flexible Payment Options
   Accept ACH, credit cards, and wire transfers through integrated payment processing. Customers choose their preferred payment method, and funds are automatically reconciled against open invoices.

Popular
   - Credit Card  
     Visa, MC, Amex
   - ACH Transfer  
     Bank account
   - Wire Transfer  
     International
   - Auto-Pay  
     Recurring

3  
   ### Payment Plans & Disputes
   Enable customers to request payment plans or flag disputes directly through the portal. Your team reviews and approves requests in Tesorio's dashboard — keeping communication centralized and auditable.

| Payment Plan Request   | Status            |
   |------------------------|-------------------|
   | Request Submitted       | 3-month payment plan for $24,450 |
   | Auto-Review            | Credit check passed, terms validated |
   | Plan Approved          | $8,150/month starting Apr 1 |

4  
   ### Branded Experience
   Customize the portal with your company's branding, colors, and messaging. The portal reflects your brand identity while providing a modern payment experience that builds customer trust.

## Use Cases

## Built for real scenarios

### AR Manager
   ### Reducing inbound payment inquiries from customers
   Self-service access eliminates routine invoice status requests

### Billing Specialist
   ### Handling dispute resolution across hundreds of accounts
   Disputes routed and tracked automatically with full audit trail

### Customer Success Manager
   ### Improving payment experience for enterprise customers
   Modern self-service portal customers actually want to use

## Workflow

## What changes in your workflow

### Before

- Customers email asking for invoice copies  
- Payment by check mailed to office  
- Disputes handled via back-and-forth email chains  
- No visibility into customer payment intent

### After Tesorio

- Self-service invoice access 24/7  
- ACH, credit card, and wire payments online  
- Structured dispute workflow with documentation  
- Real-time payment intent and activity tracking

## Integrations

## Works with the tools you already use

Payment Portal connects natively with your existing tech stack.

## By the Numbers

## Built for production, proven at scale

## 24/7Self-Service Access

## 2xFaster Payments

## 3Payment Methods

## 33 daysAvg DSO Reduction

What Customers Say

> “Tesorio's ability to give us real-time visibility into our cash position completely changed how we manage the business. We went from reacting to cash surprises to proactively managing our working capital.”

Greg Henry

CFO, Couchbase

Better Together

## Works best with

[Tesorio Pay **Tesorio Pay**  
Lower the cost of getting paid. Card and ACH payments, built into your AR workflow.  
Learn more](/content/product/tesorio-pay/index.html)

[AI Collections **Collections Agent**  
Turns overdue invoices into cash — without adding headcount. AI drafts personalized follow-ups, extracts payment promises, and manages your dunning pipeline autonomously.  
Learn more](/content/product/collections/index.html)

[AI Cash Application **Cash Application**  
Same-day cash application. 95%+ auto-match rate. Partial payments and multi-entity matching handled automatically.  
Learn more](/content/product/cash-application/index.html)

## FAQ

## Payment Portal

Common questions about Tesorio's Payment Portal.

### Can customers pay multiple invoices at once?

### What payment methods are supported?

### Can we customize the portal branding?

### How do disputes work through the portal?

## Ready to transform your payment portal?

$100B+ invoices collected\|90%+ auto-match rate\|33-day avg DSO reduction

[Speak With a Human](/content/request-demo/index.html) [See All Products→](/content/product/index.html)

Trusted by the best finance teams in tech