Invoice Portal

Client-Facing Portal

Dedicated Portal for Clients to View and Pay Invoices

Corcava provides a comprehensive client-facing portal for invoice management and payment:

Client Portal Features:

• Dedicated Interface: Separate client portal interface specifically designed for client invoice management
• Invoice Overview: Complete overview of all client invoices with status tracking
• Payment Summary: Financial summaries showing total amounts due, paid amounts, and outstanding balances
• Status Filtering: Filter invoices by status (open, closed, draft, sent, cancelled)
• Search and Organization: Search functionality and organized invoice display
• Responsive Design: Mobile-friendly responsive design for access from any device

Portal Access:

• Secure Authentication: Secure client authentication and access control
• Client-Specific Data: Clients see only their own invoices and payment information
• Team Isolation: Proper team isolation ensuring data security and privacy
• Permission-Based Access: Role-based access control for different client user types
• Multi-Client Support: Support for clients with multiple associated users

Invoice Display:

• Invoice Listing: Comprehensive listing of all client invoices with key information
• Status Indicators: Clear status indicators for invoice states (open, paid, overdue)
• Amount Display: Clear display of invoice amounts, payments, and outstanding balances
• Date Information: Issue dates, due dates, and payment dates clearly displayed
• Action Buttons: Easy access to invoice actions (view, pay, download)

Client Portal Navigation

Client portal navigation provides intuitive access to invoice functionality:

Navigation Features:

• Invoice Dashboard: Central dashboard showing invoice summary and key metrics
• Invoice Listing: Organized listing of all invoices with filtering and search
• Payment History: Access to complete payment history and transaction records
• Account Information: Client account information and contact details
• Support Access: Easy access to support and help resources

Portal Organization:

• Summary Widgets: Financial summary widgets showing key metrics and totals
• Quick Actions: Quick access to common actions like viewing recent invoices
• Status Overview: Overview of invoice statuses and outstanding amounts
• Payment Shortcuts: Quick payment options for outstanding invoices
• Download Access: Easy access to invoice downloads and documentation

Online Payment Processing

Integrated Payment Processing Through Multiple Gateways

The client portal integrates with multiple payment gateways for flexible payment options:

Payment Gateway Integration:

• Stripe Integration: Full Stripe payment processing for credit card payments
• PassimPay Integration: Cryptocurrency payment processing for digital payments
• Multiple Payment Methods: Support for various payment methods and processors
• Secure Processing: PCI-compliant secure payment processing and handling
• Real-Time Processing: Real-time payment processing and confirmation

Stripe Payment Features:

• Credit Card Processing: Comprehensive credit card payment processing
• Hosted Payment Pages: Secure hosted payment pages for client payments
• Payment Intent Management: Advanced payment intent management and processing
• Automatic Invoice Updates: Automatic invoice status updates upon payment completion
• Payment Confirmation: Immediate payment confirmation and receipt generation

Cryptocurrency Payment Support:

• Multiple Cryptocurrencies: Support for Bitcoin, Ethereum, Litecoin, Ripple, and USDT
• Blockchain Integration: Secure blockchain-based payment processing
• Real-Time Confirmation: Real-time payment confirmation and tracking
• Crypto-Specific Features: Features tailored for cryptocurrency payments
• Exchange Rate Integration: Real-time cryptocurrency exchange rate integration

Payment Processing Workflow

Payment processing follows a secure and reliable workflow:

Payment Initiation:

1. Invoice Selection: Client selects invoice for payment from portal
2. Payment Method Selection: Choose between available payment methods (Stripe, PassimPay)
3. Payment Gateway Redirect: Secure redirect to selected payment gateway
4. Payment Processing: Secure payment processing through chosen gateway
5. Confirmation and Receipt: Payment confirmation and automatic receipt generation

Payment Security:

• Secure Redirects: Secure redirects to payment gateways with proper validation
• Data Protection: Client payment data protected through secure processing
• PCI Compliance: PCI-compliant payment processing for credit card transactions
• Encryption: End-to-end encryption for all payment transactions
• Fraud Protection: Built-in fraud protection and security measures

Automatic Updates:

• Real-Time Status Updates: Automatic invoice status updates upon payment completion
• Balance Updates: Automatic update of outstanding balances and payment amounts
• Notification System: Automatic notifications to both clients and service providers
• Receipt Generation: Automatic receipt generation and delivery
• Audit Trail: Complete audit trail of all payment transactions

Invoice Viewing

Client Access to Invoice Details and Payment History

Clients have comprehensive access to invoice information and payment history:

Invoice Detail Access:

• Complete Invoice Information: Full access to invoice details, line items, and amounts
• Professional Display: Professional invoice display with company branding
• Line Item Breakdown: Detailed breakdown of work performed and charges
• Payment History: Complete history of payments made against each invoice
• Status Tracking: Clear status tracking and payment progress indicators

Invoice Information Display:

• Invoice Header: Professional invoice header with company and client information
• Line Item Details: Detailed line items showing work performed, quantities, and rates
• Financial Summary: Clear financial summary with subtotals, taxes, discounts, and totals
• Payment Information: Payment terms, due dates, and payment instructions
• Contact Information: Service provider contact information for questions and support

Payment History Features:

• Transaction Records: Complete record of all payments made against invoices
• Payment Dates: Clear display of payment dates and transaction timing
• Payment Methods: Information about payment methods used for each transaction
• Payment Amounts: Detailed breakdown of payment amounts and allocations
• Receipt Access: Access to payment receipts and transaction confirmations

Invoice Management Tools

Clients have access to various invoice management tools:

Client Management Features:

• Invoice Downloads: Ability to download invoices as PDF files for records
• Payment Scheduling: Options for scheduling payments for future dates
• Payment Reminders: Automatic payment reminders for overdue invoices
• Dispute Resolution: Tools for communicating about invoice discrepancies
• Support Access: Direct access to support for invoice-related questions

Organization Tools:

• Invoice Search: Search functionality for finding specific invoices
• Status Filtering: Filter invoices by payment status and date ranges
• Sorting Options: Sort invoices by date, amount, status, or other criteria
• Export Options: Export invoice lists and payment history for record-keeping
• Archive Access: Access to historical invoices and payment records

Payment Gateway Integration

Multiple Payment Gateway Support for Client Payments

Payment gateway integration provides flexible payment options for clients:

Gateway Management:

• Multi-Gateway Support: Support for multiple payment gateways simultaneously
• Gateway Configuration: Flexible configuration of payment gateway settings
• Integration Management: Centralized management of payment gateway integrations
• Gateway Selection: Automatic or manual selection of appropriate payment gateway
• Failover Support: Automatic failover between payment gateways when needed

Stripe Gateway Features:

• Comprehensive Integration: Full Stripe API integration for payment processing
• Hosted Invoice Pages: Stripe-hosted invoice pages for secure payment processing
• Payment Method Support: Support for various credit cards and payment methods
• Subscription Support: Support for recurring payments and subscriptions
• Advanced Features: Advanced Stripe features including payment intents and webhooks

PassimPay Gateway Features:

• Cryptocurrency Support: Full cryptocurrency payment processing capabilities
• Multi-Currency Crypto: Support for multiple cryptocurrency types
• Blockchain Security: Secure blockchain-based payment processing
• Real-Time Rates: Real-time cryptocurrency exchange rates and conversion
• Crypto-Specific Tools: Tools specifically designed for cryptocurrency payments

Gateway Security and Reliability

Payment gateway integration emphasizes security and reliability:

Security Features:

• PCI Compliance: PCI-compliant payment processing for all gateways
• Data Encryption: End-to-end encryption for all payment transactions
• Secure Redirects: Secure redirects to payment gateways with validation
• Fraud Protection: Built-in fraud protection and risk management
• Security Monitoring: Continuous security monitoring and threat detection

Reliability Features:

• High Availability: High availability payment processing with minimal downtime
• Error Handling: Comprehensive error handling and recovery mechanisms
• Transaction Monitoring: Real-time monitoring of payment transactions
• Webhook Processing: Reliable webhook processing for payment status updates
• Backup Systems: Backup payment processing systems for redundancy

Secure Invoice Access

Secure Hash-Based Invoice Access for Clients

Invoice access is secured through sophisticated hash-based authentication:

Hash-Based Security:

• Unique Invoice Hashes: Each invoice has a unique hash for secure access
• Hash Generation: Secure hash generation using cryptographically strong methods
• URL Security: Secure URLs using invoice hashes instead of predictable IDs
• Access Control: Hash-based access control preventing unauthorized access
• Expiration Management: Optional hash expiration for enhanced security

Security Implementation:

• Random Hash Generation: Cryptographically secure random hash generation
• Hash Uniqueness: Guaranteed uniqueness of invoice hashes across the system
• Route Model Binding: Laravel route model binding using hash for secure access
• Authorization Checks: Comprehensive authorization checks for invoice access
• Audit Logging: Complete audit logging of invoice access attempts

Access Control Features:

• Client-Specific Access: Clients can only access their own invoices
• Team Isolation: Proper team isolation preventing cross-team access
• Permission Validation: Role-based permission validation for invoice access
• Session Management: Secure session management for authenticated access
• Multi-Factor Options: Optional multi-factor authentication for enhanced security

Secure Portal Authentication

Portal authentication provides secure access control for clients:

Authentication Methods:

• Email/Password Authentication: Standard email and password authentication
• Client-Specific Login: Client-specific login credentials and access
• Team-Based Authentication: Authentication scoped to specific teams
• Role-Based Access: Different access levels based on client user roles
• Session Security: Secure session management and timeout controls

Security Measures:

• Password Security: Strong password requirements and security policies
• Account Lockout: Automatic account lockout after failed login attempts
• Session Expiration: Automatic session expiration for security
• IP Restrictions: Optional IP address restrictions for enhanced security
• Login Monitoring: Monitoring and logging of all login attempts

Access Management:

• User Roles: Different user roles with varying levels of access
• Permission Control: Granular permission control for different portal features
• Multi-User Support: Support for multiple users per client organization
• Access Auditing: Complete auditing of user access and activities
• Security Notifications: Automatic security notifications for suspicious activities