Summary: Help your customers pay online by inviting them to your Customer portal.  

Receivables Permissions: Assign workflows, invite to the Customer portal, and enroll autopay

TABLE OF CONTENTS

• Intro to the Customer Portal
• Create the template 
• Inviting customers 

Intro to the Customer Portal

The Invite to Portal feature allows you to send portal invitations to your customers, granting them access to a secure online platform to view unpaid and paid invoices. The Customer Portal provides transparency and convenience, consolidating all invoice-related information in one accessible location.

Whether or not you have activated CentimePay you can use the Customer portal. The Customer Portal provides your customers with a complete view of outstanding and paid invoices. 

Create the template 

• Manage email template for the customer portal invitation in General Settings -> Default email templates -> Customer portal invitation

Invite customers 

• Invitations: Invitations will be sent to all customer contacts with roles marked as Communication Contacts. This ensures that the right individuals within the customer's organization are notified and given access.

• If you use hierarchies or projects, only customers marked as Bill to will be available to invite to the Portal.