Use broker portal payments
Open payment records, PDFs and email actions.
Before you start
Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope.
Follow these steps
- Open the staff broker record or sign in to the Broker Portal, as indicated in the route.
- Open payment records, PDFs and email actions.
- Payment output is linked to the underlying core CRM invoice/payment record.
- Check the saved record and any linked request, contract or invoice before repeating an action.
Fields, rules and limits
- Payment output is linked to the underlying core CRM invoice/payment record.
Check it worked
The result belongs to the intended broker company and remains accessible in that portal scope.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Payment output is linked to the underlying core CRM invoice/payment record.
Why is the record or action unavailable?
Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope. Check the current company and record relationship before requesting additional access.