Client payment experience

Your clients can sign in to Wingspan to see the invoices you send them, pay them and manage how they pay. If you'd rather keep clients in your own product, use Wingspan's embedded payment-method screens and build the invoice screens on the invoice API.

Give a client access

Create a Payer for the client, with their billing email in profile.email.
Invite the Payer. The invitation takes the client to registration, where they set a password or sign in with Google.
Send invoices as usual. Once the client signs in, the invoices you send them appear in their portal.

A client that already has a Wingspan Account can claim your Payer record through a payer link request instead.

What your client sees

The portal groups invoices into three lists:

List	What's in it
Overdue	Unpaid invoices past their due date
Open	Unpaid invoices due today or later
Payment history	Paid invoices, and payments that are still in transit

Clients can load more rows and export each list to CSV.

Each invoice opens to your business name, its status, line items, due date, paid date and notes, with a Pay now button.

Paying an invoice

Clients pay from a saved bank account and confirm each payment with a verification code. The invoice moves to Payment history as in transit, then shows as paid once the payment settles.

To charge a client's saved card, use automatic collection or collect through the API. Collect payment on an invoice covers both.

Payment methods and autopay

Clients add a bank account by connecting their bank, or by entering the account details and confirming two small deposits. They can also save cards and choose a default method.

Autopay is set per business that bills them. When a client turns it on for you, Wingspan pays each of your invoices from their default method on its due date.

Team access

A client can add colleagues from team settings and give each one a role, such as Admin or Payable Manager, so their finance team works from the same invoices.

Keep clients in your app

The Embedded SDK renders Wingspan's payer screens inside your product. createManagePaymentMethod lets a client add a bank account or card and choose the default for autopay, and its allowedMethods option limits the choice to ach, credit_card or both. createDefaultPaymentMethod shows the current default. Each screen runs in a session for the client's Account, which your backend creates with a ServiceAccount.

Build the invoice screens on the invoice API:

To	Call
Show the invoices you sent a client	List invoices
Offer a download	Get a download link for the invoice PDF
Collect the payment	Pay an invoice