InvoiceSherpa - Customer Portal Tab

Welcome to this tutorial, where we'll be your guide through the Customer Portal section of the platform. In this video, you'll gain valuable insights into effectively managing your customer relationships.

We'll walk you through accessing a list of all your customers, along with their corresponding email addresses and current outstanding balances. You'll learn how to send an invite to your customers, granting them access to create a personalized username and password.

Once your customers log in, they'll be able to view and manage their personal details, including their name, address, and email. Additionally, they'll have access to a breakdown of their invoices, providing information on invoice numbers, due dates, total amounts, and remaining balances.

During the tutorial, we'll explain how customers can make payments through your payment gateway, utilizing options such as bank details, ACH, or credit card.

By the end of this video, you'll have a comprehensive understanding of the Customer Portal section, empowering you to enhance customer interactions and effectively manage your customer relationships.

So, let's get started and unlock the potential of your customer portal!

Customer Portal Tab

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