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Billing

Create invoices and subscriptions, and make it easy for clients to pay. Replaces Bill.com and FreshBooks.

CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure

Unified system

Invoices and subscriptions

Everything in one place.

See all your invoices and subscriptions in one place and track their status.

Invoices

Create an invoice

Branded modern invoices.

Invoices can be created directly in Portal and are automatically customized with your brand assets.

Subscriptions

Create a subscription

Recurring invoices.

Subscriptions let you setup recurring invoice.

Accounting

Integrations

Connect your tools.

You can connect your bank or Stripe account for a seamless payout experience. And on the accounting side, you can connect QuickBooks to keep your books in check.

Checkout

Streamlined checkout for clients

Credit cards and ACH.

Clients have a streamlined checkout experience and have the ability to pay via credit card or ACH.

Notifications

Product and email notifications

Integrated notifications.

Clients get notified bout new invoices and subscriptions on their sidebar and via email. Internal users get notified when payments are made.