---
title: Customer Payment Page
description: An overview of the Customer Payment page (or Customer Portal).
---

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1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en)
2. [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en)
3. [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal)

# Customer Payment Page

## An overview of the Customer Payment page (or Customer Portal).

Your customers enter the secure online portal by clicking a encrypted URL that is sent to them via the following methods:

**Through the Xero invoice template:**

![](https://kb.clouddepot.com/hs-fs/hubfs/image-151.png?width=489&name=image-151.png)

**Through the Pay Online Email generated by Cloud Depot that is sent to the customer:**

![](https://kb.clouddepot.com/hs-fs/hubfs/image-152.png?width=483&name=image-152.png)

**Or through a URL embedded in your accounts emails to your customers.**

Note: The URL can be [white labelled](https://kb.clouddepot.com/knowledge/white-labelling-your-customer-portal?hsLang=en) to show your company's logo.

### Customer Portal Page

The Customer Portal page has three tabs: Unpaid, Paid and Options.

#### Tab Unpaid

- All outstanding invoices are displayed
- Ability to download a copy of the original invoice
- Accepted Cards and the surcharges (if applicable)

![](https://kb.clouddepot.com/hubfs/image-146.png)

#### Tab Paid

- Paid invoices are displayed (limited to the most recent 50 invoices for that customer)
- Ability to download a copy of the original invoice using the blue **Download** button

![](https://kb.clouddepot.com/hubfs/image-147.png)

#### Tab Options

- Ability for the customer to turn on and off Auto Payment
- Ability to add/remove and set default Credit Cards

These features can be configured not to show in the Cloud Depot RPS setup

![](https://kb.clouddepot.com/hubfs/image-148.png)

For information on how to set this up, [click here.](https://kb.clouddepot.com/knowledge/your-customer-portal?hsLang=en)

 

- [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content)

    - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started)
    - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup)
    - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting)
- [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content)

    - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started)
    - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices)
    - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay)
    - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal)
    - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges)
    - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways)
    - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting)
- [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en)
- [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content)

    - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero)
    - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask)
    - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa)
- [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en)
- [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en)
- [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en)
- [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content)

    - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status)
    - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support)
- [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en)

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