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 an Invitation to the Customer Portal

1. Go to Sales > Customers. 
   
   
2. Delete

   Info: Our New Look

   If you are using our new look navigation, the Customers listing grid can be found in the AR tab in the new sidebar:

   
   

3. In the Actions dropdown, select Email > Portal Invitation.
    
   
   

Step Two: Customer Registration

1. When the Customer clicks the first link in the invitation, it will open a registration login window.
   
   
    
2. The Customer needs to register and if successful will receive an Account Statement:
   
   

Step Three: Customer Login

1. On clicking the second link in the invitation, the login window will appear which the Customer should bookmark:
   
   

 User Administration

1. Click Admin.
2. Click Add User.
   
   
    
3. Fill in the email address of the additional User and decide whether you want them to be an administrative user with the ability to add further new Users. 
4. Click Create. 
   
   

Managing Documents

Viewing and Downloading Statements

Click View to see the original Invoice:
 

Click Download Statement to produce a hardcopy Statement of Account in PDF:
 

Editing Documents

You can now:

• Delete this user.
• Allow them to change their password.
• Deactivate this User.
• Change their Admin status. 
   

After making any changes you should click Save.