Customer Portal

Customers can access the Customer Portal to view open invoices and credit memos, and pay them via the "Pay Invoice" button.

Access the "Customer Portal" section from the menu -

Please click on the "Invite" button located adjacent to the customer.

The customer will receive the following email. All they are required to do is to "Create a Password", bookmark the page, and log in to gain access to their invoices.

Once in the Portal, your customers can:

• View an overview of their account,
• Make invoice payments,
• Store payment methods,
• Enrol in automatic payments
• Access and review open payment plans - {exclusive to QuickBooks Online customers}

Here is an illustration of what your customers will observe in the portal: