PB Pay — Customer Portal

Get Paid Faster with a Branded Customer Portal

Give your customers a professional, branded portal to view invoices, make online payments, and set up payment plans. Automated reminders do the chasing — you just receive the money.

No credit card required · 60-day free trial · Works standalone or with PluralBooks

Faster payments
Self-serve payment options reduce the need for manual chasing and phone calls.
Less admin
Customers view invoices and pay online — your team doesn't need to chase manually.
Flexible
Part-payments and payment plans help customers pay on terms that work for both sides.
~5 minutes
Typical setup time from sign-up to live portal, based on early adopter experience.

Works With or Without PluralBooks

PB Pay is available as a standalone product or as part of the full PluralBooks platform.

Standalone — Start Today

Already using QuickBooks, Xero, Sage, or another accounting tool? No need to switch. Upload your outstanding invoices via CSV and start accepting online payments in minutes.

  • No accounting software change required
  • CSV invoice import
  • Online payments (card & bank transfer)
  • Automated reminder emails

Integrated — Better with PluralBooks

Use PB Pay as part of PluralBooks and invoices sync automatically. Payments post to your accounts and reconcile in real time — no manual matching.

  • Invoices sync from PluralBooks automatically
  • Payments auto-reconcile to your accounts
  • WHT & VAT tracked correctly on every payment
  • UK & Nigeria tax compliance included

Everything Your Customers Need to Pay You

A complete self-service experience that removes friction from your collections process

Self-Service Invoice Portal

Customers log in to view all their invoices, outstanding balances, and payment history — no phone calls needed.

Online Payments

Card, bank transfer, and open banking. Payments post to your accounts automatically — no manual matching.

Part-Payments & Instalments

Customers can make part-payments or agree a payment plan. You set the rules — they pay on their schedule.

Automated Reminders

Pre-due and overdue reminders sent automatically by email. You set the cadence. No awkward manual chasing.

Statements & History

Full account statement available to customers at any time. Reduces inbound queries to your finance team.

Branded Portal

Your logo, your colours, your domain. Customers see a professional portal — not a generic payment page.

Part-Payments & Instalments

Collect More by Offering Payment Flexibility

Customers who can't pay in full are more likely to pay at all when you offer instalments. Set minimum payment amounts, payment plan durations, and due dates — PB Pay enforces the rules automatically.

  • Set minimum part-payment amounts per invoice
  • Customer-agreed payment plans with due dates
  • Automatic reminders on each instalment
  • Real-time balance updates in the portal
  • Partial receipts auto-post to your accounts
  • You control the rules — customers pay to your terms
Invoice total
£12,500.00
Outstanding balance
Payment 1 received
£5,000.00
15 Jan 2026 · Card payment
Payment 2 due
£5,000.00
15 Feb 2026 · Reminder sent ✓
Final payment due
£2,500.00
15 Mar 2026 · Scheduled

Start Your Portal in 5 Minutes

Three steps from sign-up to receiving online payments

1

Connect your invoices

Import from PluralBooks or upload a CSV of outstanding invoices. Takes under 5 minutes.

2

Invite your customers

Send a branded invitation email. Customers create a secure login and see their account immediately.

3

Get paid online

Customers pay by card or bank transfer. You get notified, and it reconciles to your accounts automatically.

Simple, Transparent Pricing

All plans include a 60-day free trial. No credit card required.

Starter
Included
with PluralBooks
  • Up to 50 active payers
  • Online card & bank payments
  • Automated reminders
  • Self-service invoice portal
  • Basic branding
Most Popular
Growth
£29/mo
or standalone
  • Up to 500 active payers
  • Part-payments & payment plans
  • Custom branding & domain
  • Advanced reminder sequences
  • Payment history & statements
  • CSV export
Scale
£79/mo
or standalone
  • Unlimited payers
  • Everything in Growth
  • Multi-entity support
  • API access
  • Priority support
  • Onboarding assistance

Need a custom plan? Contact us · See full PluralBooks pricing

Your Upgrade Path

Start with the payment portal — add full accounting whenever you're ready. No data migration needed.

Step 1 — Start here

PB Pay (Portal Only)

Get paid online. No accounting software switch required. Works with your existing tools.

Included in 60-day trial

Step 2 — When ready

PluralBooks Full Accounting

Add double-entry accounts, bank reconciliation, VAT returns, inventory, payroll accounting, and more — all connected to your portal.

Frequently Asked Questions

Does PB Pay work without using PluralBooks accounting?

Yes. PB Pay works completely standalone. Upload invoices via CSV and start accepting online payments immediately. No need to switch your accounting software.

Can customers make part-payments or set up payment plans?

Yes. PB Pay supports part-payments and payment plans. You set the minimum payment amounts and plan terms — customers pay on a schedule that works for them.

Can I brand the portal with my own logo and domain?

Yes. Growth and Scale plans support custom branding including your logo, brand colours, and a custom domain so customers see your brand.

How long does setup take?

Most businesses are live in under 5 minutes. Connect your invoices, invite your customers, and start receiving online payments immediately.

Does PB Pay send automated payment reminders?

Yes. PB Pay sends automated pre-due and overdue reminder emails on a cadence you configure. No manual chasing required.

Live in 5 minutes

Start Your Customer Portal Today

Online payments, part-payments, automated reminders — included free for 60 days. No credit card.

Works standalone or with PluralBooks · No credit card required · Cancel anytime