RightPay Client Portal

Your clients can easily approve recurring subscription payments and one-time transactions through their client portal. Once they log into their account, they will see a screen showing any pending payments. If they have yet to enter their credit card information, they will be able to enter that information directly on the screen.

They can either approve the payments/subscriptions or click 'I will do it later' to go directly to the client portal in order to access their planning information. They can always review their RightPay information by going to the 'RightPay' option under the "gear" menu.

From there, they can update their credit card information on the 'Billing' tab or view their subscriptions/invoices and payments.

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