Give customers a clearer way to pay
A branded portal where customers see exactly what they owe, pay by job, and move through checkout with card fee rules your team controls.
Show customers what they actually owe
Give customers a clear, always-current view of their balance before they pay, including open invoices, credits, finance charges, and adjustments.
Net due balance calculated from open invoices, credits, and adjustments
Invoice-level detail so customers understand where the number comes from
Self-service payment flow that starts from the exact amount owed
Total Past Due
$0.00
All invoices current
Last Payment
$706.16
Posted Apr 07, 2026
Available Credit
$12,400
18% utilized
Account Summary
Consolidated balance across open items
Outstanding by Job
100%
147
Use compliant card fee rules to protect margin
Configure card convenience fees that follow your policy and apply dynamically based on customer, invoice size, payment method, or past-due status.
Custom triggers for past-due balances, large invoice payments, customers, and payment methods
Transparent checkout previews that show fee treatment before payment is submitted
Controls to absorb, waive, or pass through fees without custom development
Let customers choose what work they are paying for
For project-based and job-based customers, make it easy to review balances by job, select the right work, and submit payments that reconcile cleanly.
Balances grouped by job, site, route, location, or project
Selectable job-level payment flows with clear selected totals
Cleaner reconciliation because payments map to the work customers intended to pay
Put your sales team front and center
Give every customer a portal experience that feels connected to the salesperson they already know. Show their rep’s face, direct contact details, expertise, and account context right where customers review invoices and pay.
Miles Chen
Senior account executive
Direct line
(415) 555-0184
miles@ridgeline.co
Territory
West region
Expertise
Terms, jobs, heavy materials
Account guidance
Questions route to the right rep with customer context attached.
Sales staff support
Assign portal profiles across your full sales team.
Payment context
Keep relationship details visible beside invoices and payments.
Three steps to a customer portal built around payment clarity
Lunica connects to your existing systems, applies your payment rules, and gives customers a portal that explains what they owe before they pay. No unclear balances. No one-size-fits-all checkout.
Sync balances and open work
Sync customers, invoices, credits, jobs, and open balances from your ERP or accounting platform.
Configure payment rules
Set card fee handling, ACH options, customer-specific exceptions, branding, and access rules.
Let customers pay clearly
Customers log in, see exactly what they owe, select invoices or jobs, and pay through a flow your team controls.
Give customers a better way to understand and pay what they owe.
See how Lunica Customer Portal can support exact-balance payments, pay-by-job workflows, and configurable card fee rules.