DebtRecoup

Payment Portal ​

The Payment Portal is a customer-facing interface that allows debtors to view their account information and make payments online. It can be embedded on your company website or accessed directly via a unique URL.

Overview ​

The Payment Portal provides debtors with:

  • Account balance and details
  • Single payment processing
  • Payment plan setup and management
  • Secure payment method entry
  • Payment confirmation and history

Accessing Payment Portal Settings ​

  1. Navigate to Administration in the main menu
  2. Go to Payment Portal

Configuration Settings ​

Enable Payment Portal ​

Toggle the portal on or off. When disabled, the embed code will not function and debtors cannot access the portal.

Location (URL) ​

The URL where your payment portal will be hosted. This should be a domain you control where you'll embed the portal code.

Example: https://payments.yourcompany.com

Domain Setup

Work with your web administrator to set up the portal URL. The embed code needs to be added to a page at this location.

Embed Code ​

When the portal is enabled, an embed code is automatically generated. This JavaScript snippet loads the payment portal on your website.

Example embed code:

html
<div>
    <script async src="https://app.debtrecoup.com/portal/payment.js"></script>
</div>

To copy the code:

  1. Click on the code field
  2. The code is automatically copied to your clipboard
  3. A "Copied!" confirmation appears

Default Collector ​

Select a user to credit payments when the account doesn't have an assigned collector. This ensures all portal payments are properly attributed.

Unassigned Accounts

If a debtor makes a payment and their account has no collector assigned, the payment will be credited to the default collector you specify here.

Payment Plan Options ​

Maximum Number of Installments ​

Set the maximum number of installments debtors can choose when setting up a payment plan through the portal.

  • Minimum: 2 installments
  • Maximum: 24 installments
  • Default: 12 installments

Use the + and - buttons to adjust the value.

Setting Up the Payment Portal ​

Step 1: Configure Settings ​

  1. Click Edit to enter edit mode
  2. Toggle Enable Payment Portal on
  3. Enter your Location URL
  4. Select a Default Collector
  5. Set the Maximum Number of Installments
  6. Click Save

Step 2: Add the Embed Code ​

  1. Copy the generated embed code
  2. Add it to a page on your website at the URL you specified
  3. Test the portal by visiting the page

Step 3: Configure Payment Processor ​

Ensure you have a default Payment Processor configured to process portal payments.

Customization Options ​

Primary Color ​

The portal can be branded with your company's primary color. This color is used for buttons, links, and accents throughout the portal interface.

A full color palette is automatically generated from your primary color to ensure consistent styling.

Custom CSS ​

For advanced customization, you can add custom CSS styles to further modify the portal's appearance.

Advanced Feature

Custom CSS requires web development knowledge. Incorrect CSS may break the portal layout.

How the Portal Works ​

For Debtors ​

  1. Access - Debtor visits the portal URL or clicks a payment link
  2. Verify - Debtor enters identifying information to locate their account
  3. Review - Account balance and details are displayed
  4. Pay - Debtor chooses to make a single payment or set up a plan
  5. Confirm - Payment is processed and confirmation is shown

For Your Team ​

  1. Notification - Team receives notification of portal payments
  2. Recording - Payments are automatically recorded on the account
  3. Attribution - Payment is credited to the account's collector (or default collector)
  4. Tracking - Payment appears in reports and account history

Portal Features ​

Single Payments ​

Debtors can make one-time payments for any amount up to their full balance.

Payment Plans ​

Debtors can set up payment plans with:

  • Configurable number of installments (up to your maximum)
  • Automatic payment scheduling
  • Clear breakdown of payment amounts

Multiple Accounts ​

If a debtor has multiple accounts, they can select which account to pay from a list.

Payment Methods ​

The portal supports payment methods based on your configured Payment Processor.

Security Considerations ​

Account Verification ​

Debtors must verify their identity before viewing account information. The verification process requires information only the debtor should know.

Secure Payments ​

All payment information is transmitted securely and processed through your configured payment processor. Payment card details are never stored in DebtRecoup.

URL Protection ​

Only requests from your configured Location URL are accepted. This prevents unauthorized embedding of the portal.

Best Practices ​

Test Thoroughly

Before announcing the portal to debtors, test the full payment flow including plan setup.

Clear Instructions

Add clear instructions on the page where you embed the portal to guide debtors through the process.

Monitor Payments

Regularly check portal payments and ensure notifications are working so you don't miss incoming payments.

Support Contact

Include contact information near the portal in case debtors need assistance.

Troubleshooting ​

Portal Not Loading ​

  • Verify the portal is enabled in settings
  • Check that the embed code is correctly placed on your page
  • Ensure the Location URL matches where the code is embedded
  • Check browser console for JavaScript errors

Payments Failing ​

  • Verify your payment processor is configured and active
  • Check that a default payment processor is set
  • Test the payment processor directly to ensure it's working

Debtor Can't Find Account ​

  • Verify the account exists in DebtRecoup
  • Check that the debtor is entering correct identifying information
  • Ensure the account is not in a status that prevents portal access

DebtRecoup is a product of Global SaaS Group.

All rights reserved.