Setting Up the Customer Portal

You will have to invite your customers to the Customer Portal. The email address that the invitation is sent to will be used to create a fully functional system user. Only the customer will be able to manage that system user (change passwords etc.) When they want to access their portal, they will be required to sign in using these credentials.

Here is an example of a customer's profile:

Customer Portal 3

Below will outline how to set up your Customer Portal:

1. “Create” the Customer Portal. When you click “Create” two buttons will appear. Click on the green “Invite” button to send an invite your customer.

Customer Portal 1

2. Once you click Invite your customer will receive the following email (see below). To complete their Portal set-up they must click the green “Get Started” button. Afterwards all they must do is enter their email address and create a password.

Customer Portal 2

Once in the Portal your customers can: see an overview of their account, pay invoices, store payment methods, enroll in automatic payments and view open payment plans.

In order to store payment methods and enroll in automatic payments they must click "Pay Invoice." They can do this under Latest Invoices, or through the Invoices page.

pay invoice

Once they click on Pay Invoice they will be brought to the screen below. At the bottom of the form they can choose to store payment methods and enroll in automatic payments.

Customer Portal 4