Customer account

A place for your customers to look things up.

Receipts, open invoices, the next scheduled payment and the card or bank account on file, behind an emailed sign-in link. Nothing to install and no password to forget.

What a customer can do

Fewer "can you resend that" messages. They help themselves.

See receipts

Every payment to you, with the amount, the method and the date, downloadable.

Move or cancel a payment

An upcoming scheduled or recurring payment can be moved to another date or cancelled before it runs.

Replace a saved method

A new card or bank account replaces the old one; the next collection uses it.

Sign in by email

They type their email, Flow sends a link, the link opens the account. No password, nothing to reset.

What you see

One record per customer: history, the label of the saved method, upcoming payments and open invoices. You never see a card or bank number; Flow keeps a label like "Visa ending 4242".

  • History across every link and invoice
  • Upcoming payments and the schedule they chose
  • Returned payments reopen the balance on their record
  • Your software can read the same record through the API
J. Rivera
Oct 1$1,850.00 paid
Nov 1$1,850.00 scheduled
Method on fileBank •••• 8044
Open balance$0.00

Signs in with an emailed link. Can move Nov 1 or replace the bank account.

Saved methodA card or bank account the customer agreed to keep on file for future payments. Flow stores it with the processor and keeps only a label. The customer can replace or remove it from their account.

Questions

Do customers have to open an account to pay?

No. They pay from the link. The account is there when they want receipts or to manage a scheduled payment.

Is the sign-in link safe?

It is single use, expires, and only opens the account for that email address. There is no password to steal or reuse.

Can a customer delete a saved card?

Yes, from their account. If a scheduled payment depends on it, Flow tells them before they remove it.

From invoice to paid.

Create your account, connect your bank, send your first payment link. One price per payment, one deposit, your name on everything. No monthly fee.