1. Generate the link
On the client's profile use Generar enlace de portal: a personal link with an expiry is created, ready to email.
The link belongs to the client, not the institution: each person sees only their own.
The payment portal
Contents
The client's side: a personal link where they see pending charges and pay by card, and the monitor where you follow every attempt.
What the client sees
The portal link is generated from the client's profile and travels by email. Whoever opens it sees their charges and pays without creating an account.
2. The client's portal
Whoever opens their link sees the institution's name, their pending charges and the pay button.
They can pay everything or choose charges; card payment runs through the configured provider.
3. If they cancel
A cancelled payment returns to this screen, with no charge made; the link stays alive to try again.
4. The receipt
After paying, the client sees their receipt with the real state of the charge, and the institution receives the payment already allocated.
5. The card's return
After saving a card, the provider returns the client to a portal confirmation screen that closes the process.
6. Automatic payments
From their portal the client can save a card for automatic payments; recurring charges with auto-charge use it without asking again.
The card's return passes through the provider's confirmation screen.
Your attempts monitor
Every portal payment attempt is recorded with its real state: succeeded, processing, failed or refunded.
1. Follow every attempt
Contabilidad → Pagos del Portal lists every attempt with its client, amount and state: succeeded, processing, failed or refunded.
A successful attempt already created its allocated payment; a failed one explains the rejection.
Ready to run your collections like this?
Create your institution's account and start with your own data.
Create account