Client portal with online payments
Every client accesses a private area with their invoices and quotes, approves them, signs them and pays by card from the invoice itself. All of it under your brand.
Your client pays straight from the invoice
They get the invoice in their portal, pay it by card, and the payment is reconciled right away. No more "could you resend the invoice?" calls.
Everything a client needs to pay you
When the client pays, everything updates on its own
The portal lives inside the same system as invoicing and accounting. When you issue an invoice, it appears automatically in the matching client's portal. When your client pays by card, the invoice is marked as collected, the accounting entry is posted on its own, and the income is tied to the client and project in the CRM. You stop chasing payments.
Frequently asked questions
Every client accesses a private area with all their issued invoices, pending quotes and their payment history. They can download PDFs, approve and sign quotes in one click, and pay each invoice by card through Stripe. From there they can also message your team and open a ticket.
Yes. Your invoices and quotes in PDF carry your logo, your brand colors and your signature. And the email that invites each client to the portal goes out with your company name as the visible sender and the signature "Sent with UTILIA OS". Your brand is present in every document and message your client receives.
Stripe. The client pays by card (Visa, Mastercard, American Express) from the portal itself or from a public link, with no sign-up. Funds are deposited in your bank account on Stripe's standard timelines.
The client portal is included in the Professional and Advanced plans; the only additional cost is Stripe's per-transaction fee, which goes directly to your Stripe account and is set by your plan with them.
When a client pays an invoice from the portal, the payment is automatically linked to the corresponding invoice and generates the matching accounting entry in the accounting module. No file imports, no manual reconciliation.
It depends on each company. What does change is the number of steps: the invoice lands in the portal, it is paid by card, and it reconciles itself.
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Planned opening: October 2026