Protect access to your files until payment is made
With the Convoflo payment module, you can attach a payment request to your secure exchanges and block access to specific files until payment is settled. You can better structure your follow-ups, protect your deliverables, and make the customer journey clearer. Make payment an integrated step in document delivery. By tying access to certain files to settlement, you reduce manual follow-ups, better framework your delivery, and further secure your operations.
Features designed for rigorous, friction-free tracking
Attach a payment request directly to a message thread or client file
Link invoice payments directly to the discussion thread within your client's secure portal. By eliminating separate email account statements and manual follow-ups for unpaid invoices, you simplify the payment experience for your clients while significantly reducing your collection times. Your client completes their payment instantly and with high security directly within their secure space.
Block access to specific files until payment is received when required
Condition the download or viewing of your confidential deliverables on the prior payment of your professional fees. Thanks to this automated lock, you secure your cash flow while eliminating bad debts and time spent following up on unpaid invoices. Your end client instantly accesses their documents as soon as the transaction is confirmed within their secure space.
Set a clear due date to keep your cases on track
Set a time limit for processing your invoices right when issuing your payment request. By pairing a due date with your fees, you establish a rigorous professional framework and send automated reminders that accelerate client action without requiring manual follow-ups from your teams. Your client settles their balance seamlessly within their secure space.
Why is this add-on important?
Protect your deliverables
You can prevent important documents, final files, or high-value content from being viewed or downloaded before payment has been made.
Clarify Expectations for the Client
The process becomes easier to understand: clients see that payment is required before accessing certain files, which reduces ambiguity and unnecessary follow-ups.
Reduce manual steps
Instead of manually managing who receives what and when, you structure file handoffs directly within the collaboration flow.
Accelerate collections
When access to a document depends on payment, the incentive to complete the transaction is stronger, which can help reduce collection times.
Strengthen operational control
You maintain greater control over the sequence of your files: request, payment, then access to content. This helps standardize processes and reduce exceptions.
Create a more seamless experience
Payment and document access are managed within a single secure environment, preventing journey disruptions and simplifying the client-side experience.
A shared benefit for your client, your team, and your organization
For your client
A simple, transparent, and reassuring settlement experience right within their secure space. Your client pays their invoices in just a few clicks by credit card or wire transfer, without having to search through scattered email attachments or handle suspicious external links.
For your internal teams
Complete elimination of manual follow-ups and tedious accounting. Your administrative assistants and professionals link fees directly to the correct client file and can condition the download of official deliverables upon prior payment, naturally accelerating collections without extra effort.
For your organization
Absolute control over your cash flow and treasury, combined with built-in traceability for every transaction. Significantly reduce unpaid accounts receivable while maintaining a framework 100% compliant with your industry's security requirements.
