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Customer Payment Portal

Customer Payment Portal

Customer-facing payment portal with account lookup

The Payment Portal is a branded, self-service website where debtors can look up their accounts, make payments, and set up payment plans — 24/7, no collector needed.

How It Works

Each organization gets a unique portal URL based on their portal slug (e.g., pay.catchpole.io/your-company). Debtors access it through links in letters, emails, or SMS.

Account Lookup

Debtors identify themselves in two ways:

By Claim ID (Recommended)

  • Enter their 8-character Claim ID
  • Optionally provide last name for verification

By Personal Details (Alternative)

  • Last name
  • Last 4 digits of SSN
  • Zip code

Portal Features

View Account Details

Once identified, debtors can see:

  • Outstanding balance
  • Payment history
  • Claim details

Make a Payment

  • Enter payment amount (full or partial)
  • Pay securely via the integrated payment processor
  • Receive instant confirmation

Set Up a Payment Plan

  • Choose installment amount and frequency
  • Review the calculated schedule
  • Accept and begin payments

AI Payment Assistant

A floating chat bot provides instant help:

  • Answer account balance questions
  • Explain payment options
  • Guide through payment plan setup
  • Available 24/7

Branding

The portal displays your organization’s:

  • Company name and initials/logo
  • Custom portal slug
  • Organization display name

Configuration

Set up your portal in Settings:

  • Portal slug — your unique URL identifier
  • Organization display name — shown to debtors
  • Payment processor — PaymentVision integration settings

Benefits

  • 24/7 collection — capture payments while your office is closed
  • Lower cost per dollar — self-service reduces collector workload
  • Better debtor experience — convenient, no awkward phone calls
  • Instant processing — payments update your system in real time