Card and bank-transfer payments tied directly into your invoices and customer portal. Recurring auto-pay for service contracts. Automatic reconciliation so your books are never out of sync.
Connect online payments in Settings — takes about 5 minutes. From then on, every invoice you create can be paid online from the customer portal or a direct payment link. Charges run securely against the customer's saved card or bank info, and the invoice is automatically marked paid as soon as the funds clear.
For recurring contracts, set the customer to auto-pay and PoolPath uses their saved card to charge each new invoice as it generates — no manual step.
Customers add their card via a PCI-safe hosted form — card numbers never touch our servers. PoolPath only sees the last 4 and the expiry. You can charge the saved card later, store multiple cards per customer, and let customers update their own card from the portal.
Your customers' money lands in your bank account, not ours. You pay standard industry processing rates (typical: ~2.9% + 30¢ for card, lower for bank transfer), and PoolPath keeps 1% of what you process through us — the same 1% quoted on our pricing page. It applies only to payments taken through PoolPath: an invoice you mark paid offline, or money collected outside the app, is never charged.