Momentus Elite allows you to accept online payments from clients for invoices. In order to begin accepting payments, you will first need to enable the Client Portal. Once the Client Portal is enabled, add a payment gateway and you are ready to go!
A payment gateway is a paid feature. Please contact us for more information.
To enable the Client Portal:
- Click on your name in the upper left corner and select System Admin to access the Admin console.
- Click Payments
- Click the edit pencil icon for Client Portal to open the Edit Client Portal slider.
- Check Client Portal.
- If your account uses payment types, you will need to select one for payments made online. For more information about payment types, please see Manage Payment Types.
- Click Save.
A payment gateway will also need to be set up before online payments can be made. For more information, please Set Up a Payment Gateway.