Introduction
The Customer Portal allows Customers to view their Accounts Receivable (Debtors Ledger) Account with your company online. This feature is not automatically available in the system – you must request your system provider to set it up for you.
Setting up Customer Portal Access
Step One: Send the Customer a Portal Invite
- Go to AP > Customers.
- In the Actions dropdown, select Email > Portal Invitation.
Step Two: Customer Registration
- Click the link in the email invite.
- Enter your email and a password
- When you login successfully, you can view your account statement.
Step Three: Bookmark Customer Login
Click the second link in the invitation and bookmark it for future logins.
Adding Users
- Click Admin.
- Click Add User.
- Enter the email address of the additional User and decide whether you want them to be an admin user with the ability to add further new Users.
- Click Create.
Editing User Details
As an admin, you can delete users, allow password changes, deactivate users, and change their Admin status.
After making any changes you should click Save.
Downloading Documents
Downloading Invoices and Statements
Click View to download the original Invoice or Download Statement.
