portal.yourcompany.commakes it much easier for your clients to find your portal. Don't forget to add a link to your portal from your main website. 7. Connect a payments provider Connect one of our payment providers (Stripe or Quickbooks) to invoice your customers through your portal and let them pay their invoices in the portal 8. Setup your companies in your portal Start creating your companies in your portal (or import them via CSV). If you need to import them from somewhere else just let us know and we can help you with the migration process.