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Customer portal - let customers see invoices and balances

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The customer portal is a private web page where your customers sign in to see their own invoices, payments and balance, download statements and accept quotations — so they stop calling to ask “how much do I owe?”. The same portal has views for suppliers and delivery riders.

Turn the portal on

Section titled “Turn the portal on”
  1. Open Portal › Portal settings in the sidebar. The top line shows your sign-in page address — share it with customers.
  2. Under Portals, tick Customer portal (and Supplier portal / Rider & staff portal if you need them).
  3. Under Sign-in, choose Sign in with an e-mailed code and/or Sign in with a text-message code (SMS must be set up).
  4. Write a Welcome message for the portal home page and invitation e-mails.
  5. Under Customer portal, tick what customers see: Invoices, Quotations, Accept / decline quotations, Payments, and more.
  6. Save.
Portal settings with the sign-in page address, Portals (customer, supplier, rider and staff), sign-in options, welcome message and Customer portal and Supplier portal options

Invite a customer

Section titled “Invite a customer”
  1. Open the customer (Contacts › Customers › name) and go to the Portal tab.
  2. Under Portal access, enter or check the e-mail and press Invite to portal. The link in the e-mail is valid for 7 days.
  3. The customer sets a password and signs in. From the same tab you can resend, revoke access, View as, and share documents.
Contact page Portal tab with Portal access, Invite to portal button and Shared documents upload

What customers see

Section titled “What customers see”
  • Dashboard — balance due, open quotations, deliveries on the way, repairs, points, recent invoices and bookings.
  • Invoices — list and detail, print with your own invoice layout, PDF.
  • Payments and Statement — the same numbers as your ledger, with PDF.
  • Quotations — accept or decline; you get a request.
  • Returns, Reward points, Deliveries, Bookings, Gym membership, Repairs, Documents, Messages, Profile.

Requests (profile changes, quotation answers) arrive in Portal › Requests for you to approve or decline.

Customer ledger
Portal module

Frequently asked questions

How does a customer sign in?

You invite them from their contact page. They get an e-mail link to set a password, and can also sign in with a 6-digit code sent by e-mail.

What can customers see?

Their balance due, invoices with print and PDF, payments, account statement, quotations to accept or decline, returns, deliveries, bookings, repairs, reward points and documents you share - only the parts you switch on.

Can customers change their details?

Address and phone numbers directly when you allow it. Name, e-mail, mobile and tax number changes arrive as requests for you to approve.

Is there a portal for suppliers and delivery riders too?

Yes. Supplier portal shows their purchase orders, purchases, payments and statement. Rider portal lets delivery staff update deliveries from their phone.

How do I see what a customer sees?

Use View as in Portal › Portal users or on the contact's Portal tab. It opens a read-only preview.

How do I remove a customer's access?

Open the contact's Portal tab or Portal › Portal users and remove access. They cannot sign in any more.