Customer Portal

Customers can be invited to access the Customer Portal. The invitation will be sent to the primary email address that is synchronised from the accounting platform. Customers will have exclusive access to view all open invoices and credit memos, with the capability to pay open invoices via the "Pay Invoice" button.

Access the "Customer Portal" section from the menu bar:

• Step 1: Click on the "Invite" button located next to the customer.

• Step 2 - The customer will receive the following email. All they need to do is "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:}