Updating a customer's email within the customer portal?

This article will outline the process of updating the email address associated with your customer's "Customer Portal Profile"

  • First, please update the email address of your customer in your Accounting Platform:
  • Quickbooks Online
  • Xero
  • Clio
  • Please wait for the platforms to synchronize or you can manually synchronize them. This action will update the email address in InvoiceSherpa.

  • Navigate to the "Customers" page and locate the customer's name. Subsequently, click on the respective name to access the Customer Profile.

  • Within the "Customer's Profile", you will find the updated email address.

  • If it has been updated, navigate to the "Customer Portal" page.                                                                               

If a customer portal has already been established for a client, the "Force Email Update" option will be displayed.

  • Please click on the "Force Email Update" button to update the email address used for logging into the Customer Portal. This action will automatically trigger an email invitation to the customer, prompting them to validate their new email address to access their Customer Portal.
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