Category

Client portal

Understand the customer-facing portal for invoices, estimates, proposals, contracts, projects and support.

01Client portal overviewUnderstand the areas a contact can see and how staff permissions differ from contact permissions.02Invite a contact to the client portalCreate login access and send the contact the appropriate account or password setup message.03Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.04Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.05Help a client sign a contractGuide an authorised contact through review and electronic signature.06Help a client follow projects and tasksShow client-visible milestones, tasks, discussions, files and progress.07Help a client create and follow support ticketsExplain ticket creation, replies, attachments and status updates.08Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.

Related employee and manager portal guides