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.

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

Accessing Payment Portal Settings ​

  1. Click the Administrator button (gear icon) in the top navigation
  2. Select Payments from the sidebar
  3. Click Portal
Payment Portal Settings
Click to enlarge - Payment Portal configuration page

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

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.

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 Payment Processor configured to process portal payments.

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. Recording - Payments are automatically recorded on the account
  2. Attribution - Payment is credited to the account's collector (or default collector)
  3. 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 ​

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.

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

DebtRecoup is a product of Global SaaS Group.

All rights reserved.