A customer portal for a web agency should help clients find services, pay invoices and ask for support. Start with those customer tasks, then evaluate the integrations needed for your actual offering. Project approvals and technical hosting administration require their own acceptance criteria.
Build a task-based shortlist
Use this original selection worksheet with every candidate. Record the required plan and the evidence for each answer.
| Customer task | Demonstration to request |
|---|---|
| Find and pay invoices | An outstanding invoice and a paid invoice for one client |
| Understand a maintenance plan | Price, billing period and included work |
| Request support | A question routed to the right customer record |
| Find a service | The right website, hosting service or domain |
| Access the portal | Login and separation from another customer's records |
| Perform technical administration | The exact provider action you require |
A dashboard is only useful if the underlying service and customer records agree. Treat a missing essential integration as a purchasing constraint.
A worked agency scenario
Imagine 25 customers: fifteen maintenance clients, six hosting-only clients and four project-only clients. These are hypothetical planning inputs, not customer results. Maintenance clients need subscriptions, invoices and support. Hosting customers also need their service connected correctly. Project clients primarily need invoices and a contact route.
Keep design feedback in the existing project tool until a replacement demonstrably meets that requirement. Ask every vendor to demonstrate the same three customer scenarios and record remaining manual handoffs.
Where PayRequest fits
PayRequest's customer portal connects invoices, subscriptions, support requests and supported services under your brand. Review the portal documentation and verify the settings and integrations your agency needs. It is a billing and service relationship workflow; assess detailed project planning and every technical provider action separately.
Compare equivalent costs: platform subscription, payment processing, setup and operating time. Review current plans and feature availability. Business is €20/month; setup and paid checkout activate access. Registration alone does not grant paid entitlement. Provider fees and commission exceptions remain separate.
Run the same acceptance script
Create a fictional client with one website and two services. Review an outstanding and a paid invoice, open the maintenance subscription, submit a support request and verify another customer cannot see those records. Discuss failed payments, cancellation and any domain renewal obligations. This is a proposed test plan; no vendor trial was performed for this article.
Explore the customer portal, then use the setup guide or the website maintenance subscription workflow.
*PayRequest Team. Sources checked 5 November 2026. Original hypothetical worksheet, prepared with AI assistance; no measured customer outcomes claimed.*
