Payment collection
Deposits, retainers, and project fees collected inline through Stripe. Funds go directly to your Stripe account with no platform markup. One flow for forms, signatures, files, and payment.
You send an invoice link after the intake form. The client completes the form and closes the tab. The invoice sits unpaid for days while you follow up separately.
Onboarding already involves collecting forms, files, and signatures. Adding a separate payment workflow means two things to track and two things to follow up on.
Some tools charge a 2.5% to 3% platform fee on every transaction, on top of standard card processing fees. A business collecting $10,000 per month loses $3,000 to $3,600 per year in extra fees.
When payment lives in a separate tool, you check two dashboards. Did they pay? Did they complete onboarding? There is no single view showing both.
Place a payment block at any point in the flow. Collect a deposit before document uploads, or a project fee at the end after signatures.
Card and bank transfer payments powered by Stripe. The payment form appears inside the onboarding flow. No redirect, no separate invoice link.
Portico does not take a cut of your payments. You pay standard Stripe processing fees only. No platform markup, no per-transaction surcharge.
Every payment is recorded with the amount, timestamp, Stripe transaction ID, and client identity. One audit trail for the entire onboarding.
You pay Stripe's standard processing rates. Portico does not add a percentage, transaction fee, or monthly surcharge for payment collection.
Set a fixed amount for deposits and retainers, or let the amount vary based on the service selected. Payment amounts can be tied to conditional logic in the template.
Clients choose to pay by credit card, debit card, or ACH bank transfer. All methods are processed through Stripe with their standard rates.
Require payment before the client can proceed to the next step. Collect a deposit before they upload documents, or require full payment before you countersign the agreement.
Clients receive an automatic receipt from Stripe. You see the payment status, amount, and Stripe transaction ID in your onboarding dashboard alongside form and document status.
| Feature | Portico | Content Snare | Clustdoc | HoneyBook | Dubsado | Moxo |
|---|---|---|---|---|---|---|
| Inline payment collection | Stripe integration | |||||
| No platform fee | 3% fee | Stripe passthrough | ||||
| Payment within onboarding flow | ||||||
| Card and bank transfer | ||||||
| Payment gating (block next step) | ||||||
| Direct Stripe payout |
Deposits, retainers, and project fees inline through Stripe. No middleman.
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