DannyCooper

Streater Kelley

<a href="https://duzzportal.com/" rel="nofollow ugc">Duzz Custom Portal </a> is designed to help small service-based businesses dynamically interact with their customers right from their website. Our Stripe payments integration does what no other plugin can do: make customized payments on a project by project basis.
Let your website work for you. Engage in real-time chats, foster stronger customer relationships, and enhance your revenue potential, all in one unified platform. With Duzz Custom Portal, you’re not just waiting around for contact form inquiries – you’re proactively reaching out, and most importantly, offering a payment flexibility that no other plugin currently offers.
Distinctively standing apart from other Stripe-integrated platforms, Duzz Custom Portal pioneers a dynamic payment system. Instead of restricting businesses to fixed product prices or generic donation sums, our portal is the first of its kind to empower businesses with per-project invoicing. Tailor your charges, adding line items for every project facet, and presenting your clients with a clear, customized invoice.
This powerful, highly customizable plugin comes ready to use out of the box, transforming your website from a static display into a customer outreach and connection tool.
Features
<ul>
<li>Stripe payments integration</li>
<li>Status Feed for customers to track their project progress like tracking a FedEx Package</li>
<li>Progress Bar showing each stage as the project progresses</li>
<li>Data connections between Advanced Custom Fields (ACF) and WPForms</li>
<li>Tag customers in the feed to send them email updates</li>
<li>Invite customers to the project</li>
<li>Bot updates when project is updated</li>
<li>Auto welcome message for website visitors</li>
</ul>
Security 
Duzz Custom Portal operates on a zero trust system, so your customers aren’t logging into the WordPress backend, which could be a security vulnerability. Customers don’t create an account or password, a factor that often leads to a 30% loss in sales as customers don’t want to create an account. Instead, they get a unique tracking number and link, just like a FedEx Package. The plugin is designed to allow the addition of a password system if needed in the future.
For security purposes, limited data is included on the page your customers view. But it is possible to update the code if you know PHP so that fields and data are viewable by the customer. That’s not currently included in the plugin. Duzz is only as secure as your hosting provider and WordPress security plugins. Avoid storing sensitive customer information. Do not collect social security numbers or other personal ID numbers.
Requirements
While Duzz Custom Portal works out of the box, for full functionality, we suggest the following: 
– Advanced Custom Fields (ACF) basic version from WordPress repository 
– WPForms basic for simple fields for Name and Email 
– WPForms Plus for fancy fields that allow full Duzz functionality 
– Hosting provider should allow PHP emails as Duzz does not currently use SMTP. -Hosting provider that allows you to turn off server side caching.
<h3>WEB HOSTING REQUIREMENTS</h3>
Because of these extra requirements for Duzz Custom Portal, many hosting providers might not be compatible. Your site will become more dynamic and increase the usage the CPU usage of your site as your site will get more usage with all the customer interactions.
The main issue though is that since Duzz Custom Portal makes your site more dynamic and interactive, any hosting provider with heavy server side caching could prevent customer pages from updating. Avoid GoDaddy Managed WordPress as they have the most heavy server side caching. GoDaddy Managed WordPress does not allow you to turn off server side caching.
We recommend Siteground as they allow you to turn off server side caching with their SG Optimizer plugin. They also allow for 300 PHP emails per hour. And they are recommended for security purposes.
If you plan to use Siteground, support us with our REFERRAL LINK: 
<a href="https://www.siteground.com/index.htm?afcode=5140527bb15b2e0193acb4f4b6051009" rel="nofollow ugc">Click here for our referral</a>
<h3>External Libraries</h3>
This plugin utilizes Composer for dependency management, which means an autoloader is in place for handling PHP classes and libraries. If you’re a developer wanting to understand the structure or extend the functionality, be aware of this setup.
Composer: 
– Used For: Dependency management for PHP. 
– Source: <a href="https://getcomposer.org/" rel="nofollow ugc">https://getcomposer.org/</a> 
– Autoloader Path: <code>duzz-custom-portal/vendor/autoload.php</code>
Featherlight: 
– Used For: Lightweight jQuery lightbox. 
– Source: <a href="https://github.com/noelboss/featherlight" rel="nofollow ugc">https://github.com/noelboss/featherlight</a> 
– Included Version: <code>duzz-custom-portal/js/featherlight.js</code>
Stripe: 
– Used For: Handling online payments. 
– Source: <a href="https://github.com/stripe/stripe-php" rel="nofollow ugc">https://github.com/stripe/stripe-php</a> 
– Included Version: <code>duzz-custom-portal/vendor/stripe/stripe-php</code>
Select2: 
– Used For: Making long dropdowns more user-friendly. 
– Source: <a href="https://github.com/select2/select2" rel="nofollow ugc">https://github.com/select2/select2</a> 
– Included Version: <code>duzz-custom-portal/vendor/select2/select2</code>
Feel free to review the original, non-altered source on the provided links. These libraries are included in this plugin in good faith, with the intention of enhancing functionality, and all rights and credits belong to their respective authors.
<h3>Third-Party Service Integration</h3>
Stripe
Our plugin integrates with Stripe to provide enhanced payment functionalities. This means that some data might be transmitted to Stripe’s servers when using the payment features of our plugin.
Service Provider: Stripe
Service Link: <a href="https://stripe.com/" rel="nofollow ugc">Stripe</a>
Purpose of Integration: Our plugin uses Stripe to handle payments and payment-related functionalities, ensuring secure and efficient transactions for users.
Data Shared: The plugin sends payment-related data, such as transaction details and card information, to Stripe. No personal data is stored by our plugin; all sensitive data is handled by Stripe directly.
Terms of Use: You can review Stripe’s terms of service <a href="https://stripe.com/legal" rel="nofollow ugc">here</a>.
Privacy Policy: For more details on how Stripe handles your data, please refer to their privacy policy <a href="https://stripe.com/privacy" rel="nofollow ugc">here</a>.
We encourage all users to review Stripe’s terms and privacy policy to fully understand how your data is used and protected. By using the payment features of our plugin, you agree to Stripe’s terms of service and privacy policy.
<h3>Legal & Security Notice Regarding Stripe Integration</h3>
Integration Permission:
Stripe provides a robust API and encourages developers to integrate its services with their applications, plugins, or platforms. Our integration with Stripe in the Duzz Custom Portal plugin is based on the permissions and guidelines provided by Stripe for such integrations.
No Direct Association with Stripe:
While we have integrated Stripe’s services into our plugin for enhanced payment functionalities, it’s essential to clarify that we have no direct association, partnership, or endorsement from Stripe. Any questions, concerns, or issues related to Stripe’s services should be directed to Stripe’s official support channels.
Security Assurance:
Stripe is known for its rigorous security standards, and we’re committed to adhering to them. Here’s how we ensure the security of your transactions:
<ol>
<li>
Credit Card Information: At no point does our plugin or any component of your WordPress site store credit card details. When a user inputs their credit card information, it’s directly processed by Stripe. This ensures the highest level of security, as all sensitive data is managed directly by Stripe, which employs state-of-the-art security measures.
</li>
<li>
Compliance with Stripe’s Security Guidelines: Our integration with Stripe strictly follows their security guidelines. This means that any updates or security practices recommended by Stripe are implemented in our plugin to ensure consistent security.
</li>
<li>
Data Handling: While our plugin facilitates the payment process, all the crucial transaction data and processing are handled directly by Stripe. This means that we do not have access to sensitive transaction details, adding an additional layer of privacy and security for the end-users.
</li>
</ol>
We always encourage users and administrators to keep plugins updated and periodically review and ensure the security of their website.

Duzz Portal – Stripe Custom Customer Payments

Instantly connect with your customers and keep the conversation going with Duzz Custom Portal.

A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely share private pages, posts, and files.
Upgrade to the <a href="https://constellationclientportal.com/?utm_source=wporg" title="Get Constellation Client Portal Pro" rel="nofollow ugc">Pro version</a> and integrate with WooCommerce to accept payments for invoices and services.
Whether you are a veteran of high-level business or just starting out, Constellation Client Portal gives you the tools that you need to manage your operations efficiently and professionally, so that you can do business with confidence.
<h3>Features</h3>
<ul>
<li>Create unlimited private pages for your clients, customers, and team members.</li>
<li>Create private invoice and file posts for your clients and display them on private client pages, with simple to use shortcodes.</li>
<li>Attach private files (example: pdf, jpg, docx, xlsx, etc) to invoice and file posts.</li>
<li>Prevent direct access to client files by users, search engines, and bots.</li>
<li>Assign WordPress users to Companies.</li>
<li>Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.</li>
<li>Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.</li>
</ul>
<h3>Pro</h3>
<ul>
<li>Automatically redirect clients to their private client page at login (optional login redirect setting).</li>
<li>Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).</li>
<li>Change the Client Page, Client File, and Client Invoice URL base names (“accp-client-page,” “accp-clientfile,” and “accp-clientinvoice) to names of your choosing.</li>
<li>Automatically send email notifications to clients when a new File or Invoice post is created.</li>
<li>Automatically send reminder email notifications on a schedule.</li>
<li>Easily customize the look of client-facing lists and pages.</li>
<li>Display client-facing lists in list or grid layout.</li>
<li>Easily generate, save, and edit file and invoice shortcodes within the plugin settings.</li>
<li>Add due dates and past due notices to invoices and files.</li>
<li>Further restrict file and invoice access within a company by user and role.</li>
<li>Restrict file and invoice category access by user and role.</li>
<li>Add internal notes to File and Invoice posts.</li>
<li>Export file and invoice lists to CSV.</li>
<li>Create <a href="https://constellationclientportal.com/2023/05/16/how-to-utilize-global-pages/" title="Client Portal Global Pages" rel="nofollow ugc">global client pages</a> that can be accessed by multiple companies.</li>
<li>Create global client files that can be accessed by more than one company.</li>
</ul>
<h3>Use Cases</h3>
Constellation Client Portal is your portal for everything, and helps you interface with clients, customers, teams, and groups. It’s professional, extendable, versatile, and is designed to sit at the heart of your organization to save time and lower costs.
Example Use Case Areas
<ul>
<li>Businesses and Professionals – Interface with clients, customers, employees, contractors, and vendors.</li>
<li>Freelancers – Interface with clients, customers, contractors, and vendors.</li>
<li>Project Managers / Teams – Interface with stake holders, contractors, project members, and vendors.</li>
<li>Teams – Interface with team members, staff, affiliates, vendors, and contractors.</li>
<li>Groups and Organizations – Interface with group members, and other affiliates.</li>
</ul>
<h3>Shortcodes (Core)</h3>
The shortcode parameters, below, are for use with the core version of the plugin. The pro version allows for file and invoice shortcodes to be easily generated, saved, and edited within the plugin settings.
<h4>Unpaid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="unpaid"]
</code></pre>
<h4>Paid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="paid"]
</code></pre>
<h4>Invoice Shortcode Parameters</h4>
<ul>
<li>invoice_status this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.</li>
<li>display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li>order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li>order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li>show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li>show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li>thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li>align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li>show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>categories Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li>link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li>class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Document/File List</h4>
<pre><code>[accp_clientfiles]
</code></pre>
<h4>File Shortcode Parameters</h4>
<ul>
<li>categories Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li>display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li>order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li>order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li>show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li>show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li>thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li>align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li>show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li>class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Global Files (Pro)</h4>
<pre><code>[accp_global_files]
</code></pre>
<h4>Company Menu (Pro)</h4>
<pre><code>[accp_company_menu]
</code></pre>
<h4>Company Menu Shortcode Parameters</h4>
<ul>
<li>excluded_page_ids – this allows for pages that are assigned to a given company to be excluded from the company menu. Accepts a comma separated list of Client Page ID’s. Default = null.</li>
<li>list_style – this allows the UL orientation to be changed. Accepts ‘vertical’ or ‘horizontal.’ Default = horizontal.</li>
<li>align – this allows for the menu alignment to be set. Accepts ‘left,’ ‘right,’ or ‘center.’ Default = left.</li>
</ul>
<h3>Documentation</h3>
<ul>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/#quick-start" rel="nofollow ugc">Quick Start Guide</a> – Follow the quick start guide to quickly set up the initial foundation for your client portal.</li>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/" rel="nofollow ugc">Plugin Documentation</a> – View the plugin documentation for other helpful information.</li>
</ul>
<h3>Support</h3>
Email technical support is provided for active Pro licenses.
If you have installed the free version, or do not currently have an active Pro license, you can still view the <a href="https://constellationclientportal.com/support-forum/" rel="nofollow ugc">support forum</a>, and/or post to the forum by registering and logging in.

Constellation Client Portal

A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely s …

Duzz Portal – Stripe Custom Customer Payments vs Constellation Client Portal