The client portal
A customer finds every document you issued to it at its own link, with the PDF, the ISDOC and what is left to pay.
Step by step
- Open the contact and, in its settings, set “Web invoice shows” to “Client portal”. For every customer, set it in “Settings” › “Defaults”.
- On the contact’s detail, the “Client portal” card shows where the link goes. The contact needs an e-mail for it.
- Choose “See as the customer” to see the portal exactly as the customer will.
- Choose “Send the link” and the portal’s link goes to the contact’s e-mail. That customer’s web invoices also offer to send the link.
- In the portal the customer sees its documents with their state, downloads their PDF and ISDOC, and sees for each what is left to pay, with the payment details.
- If the link reached someone else, choose “Change the link”. The old one stops working.
Good to know
The portal shows only that one customer’s documents and nothing else of your account.
Related articles
- The web invoiceEvery issued invoice has its own page your customer opens from the e-mail.
- Send an invoice, or only mark it as sentE-mail the invoice with its link, or just record that it went some other way.
- Invoice a contactStart the invoice from the customer, with their details and defaults already in place.