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21.1Giving a customer portal access

Chapter 21 · The Customer Portal and payment pages·1 min read

  1. Open the customer (Contacts → Customers) and click Edit.
  2. In Name and contact switch on Portal access. Emails this customer a link to set up their own login, where they can see their invoices, payments and statement. Turning it off revokes the login.
  3. Save. The customer receives an activation email. The customer record now shows the state — Invited, Active (with the last sign-in), Link expired or Revoked — and a Resend button that issues a fresh link and disables the previous one.
  4. To give an individual at the customer their own login as well, open the Contact persons section and switch on Own portal login for that person.
4.3Creating a customerOn Contacts → Customers click New customer (or use + Create → Customer from any page). A drawer titled New customer opens, split into sections. Fill in what…Contacts — customers and vendors21.2What the customer seesActivating and signing in The activation link opens Checking your link, then a form for a Password and Confirm password. If the link has expired the page…The Customer Portal and payment pages4.6Customer statementsA statement of account lists every invoice, credit and payment for a period, with running balance. Open the customer and click Statement. Pick the date…Contacts — customers and vendors22.2Team & AccessUsers The table lists each user's name, email, Role, Status (Invite pending, Active, Inactive) and the dates invited and joined. Invite user: First name *,…Settings and administration