Mini-Portal (Payer Experience)

Last Updated: 2025-12-02 10:22 UTC

Personas: Controller / A/R Manager / A/R Operator / Billing Admin / Sales / CSM

What you'll learn

Share secure portal links.
- Every cadence email includes a {pay_link} that opens the mini-portal. Links are single-use tokens tied to the invoice and expire after seven days of inactivity.
- Operators can regenerate links from the invoice detail page; the prior link is invalidated immediately.
Support pay now actions.
- Payers can choose ACH or card via Stripe Checkout. Funds settle directly to your Stripe account; Plixo records the payment event and closes the cadence.
- Receipts are emailed automatically and available for download in the portal.
Handle plan proposals and disputes.
- The portal lets payers request structured plans or file disputes without leaving the page. Required fields ensure you receive context and documentation on submission.
- Submissions flow into the Promises/Plans or Disputes queues with payer attachments intact.
Interpret success states.
- The portal displays confirmation banners (Paid, Plan Submitted, Dispute Received) so customers know the next steps.
- Operators see matching status updates in the invoice timeline, keeping teams aligned.

Payers complete payments or submissions without contacting support for access issues.
Payment events appear in Plixo within minutes of Stripe confirmation.
Plan and dispute submissions include complete context thanks to required fields.

Sharing screenshots instead of links. Always send the live tokenized link so authentication and routing work correctly.
Letting tokens expire. Regenerate links for slow-moving approvals or long procurement cycles.
Ignoring portal analytics. Review completion rates in Reporting to spot friction points.