New Features
> Customer Portal
Customer Portal
The Customer Portal is a web site where your customers can create an account and login using the email address you have on file for them.
Your customers can view their open receivables and payments made online. Using Web Pay, you can email invoices with a Pay Now link which will take them to the Customer Portal.
To setup a Customer Portal
1
Go to the Setup menu and select Customer Portal then select Setup Customer Portal & Web Pay. The Customer Portal Setup - Introduction window appears.
2
After carefully reading and completing each step, click Next.
3
When complete, click Close.
Now, you can invite each customer to your Customer Portal using the Send Invite button on a customer card under the Payment Method. You can also copy and paste the URL to send to your customers.
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