Customer portals provide a secure online interface where your customers can access their account information without contacting you directly.
Each portal is assigned to a specific customer and provides them with self-service access to view their invoices, statements, and account balances.
Through their portal, customers can view their outstanding invoices, download PDF copies of documents, and check their current account balance.
This reduces the administrative burden on your business by allowing customers to access information they need at any time.
To create a customer portal, click the New Customer Portal button and select the customer who should have access.
Each customer can have only one portal, and you can enable or disable access at any time.
The customer who has been granted access to this portal. Each portal is uniquely assigned to one customer for secure access to their account information.