Client billing experience
This page walks through what payments feel like from your client's side, the emails they get, the pages they see, what happens after they pay. Helpful for setting expectations before they ask, and for designing the rest of their journey around it.
Receiving an invoice
When you send an invoice, the client gets an email titled "Invoice: {invoice title} - For Your Review" with a clear payment button and the amount.
Clicking the button opens a payment page on your domain (your custom domain if you've set one up, otherwise your Almox URL). The page shows:
- Your logo and branding
- The line items and total
- A card form
No login is required to pay, the page is token-protected, so only people with the link can see it.
Paying
The client enters their card details and clicks Pay. The card is processed by your connected provider (Stripe, Razorpay, or Mollie). On success, they see a confirmation page and get a receipt by email.
If they have a portal account, the same invoice now shows as Paid in their portal Billing tab. If they don't have a portal account, the email confirmation is the record.
Buying from your Store or a Payment Link
When they buy through a Store or payment link, the flow is similar, they see your branded checkout page, enter card details, and pay. After paying, they may also be:
- Sent to an intake form to fill in project details
- Invited to your portal as a new client
- Welcomed by an automated message
What happens depends on what you've configured. The default is a clean confirmation page; the rest is opt-in.
Recurring charges
For subscriptions, the client's saved card is charged automatically on each cycle. They get a receipt by email each time. If a charge fails (expired card, insufficient funds), the failed-payment flow kicks in, see Subscriptions.
Where billing history lives
If the client has a portal account, all of their invoices, subscriptions, and receipts are in their portal Billing tab. They can see paid and unpaid alike.
If they don't have a portal account, every transaction is reachable through the email confirmations they got. They don't lose access to their receipts, they just don't have a single dashboard for them.
Common client questions
"Where does my money go?" Directly to your account at the payment provider you've connected. Almox doesn't hold or process funds itself.
"Can I get an invoice with my company's name on it?" Yes, you can edit the bill-to information on any invoice you send. Forwarded invoices keep the original details, but you can issue a fresh one for them with their company info if they need it for accounting.
"Why didn't I get a receipt?" Receipts go to the email the invoice was addressed to. If they paid on behalf of someone else, the receipt went to that someone else.