This article will cover how the client portal operates

 

  1. How to Invite a Client to the Client Portal

        Go to Projects> Addresses

 

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Find the Address and click on the Icon a person (next to the trash can image)

Click + New Invite

Select the Send Invite “From” field

Enter the email address under “To” field

Select the Project and click Send Invite

 

  1. How to find the Client Portal in 2.0

       Go to Projects> Client Portal

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  1. What is the Client Portal page showing me?

The client portal page shows your proposed items and invoices. You have the ability to approve/ reject proposals and make payments.

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  1. How do I log into a customer's account to see their Client Portal

 Go to Projects> Addresses

 

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Find the address and click on the Icon a person (next to the trash can image)

Click + New Invite

Select the Send Invite “From” field

Enter your email address under “To” field

Select the Project and click Send Invite

 

  1. How to link PayPal to the Client Portal

 

Go to Projects> Addresses and Edit the Client Address

Go to Codes Tab, click on the Paypal box and then Save

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  1. How to link PayScape to the Client Portal

 

Go to Projects> Addresses and Edit the Client Address

Go to Codes Tab, click on the Payscape box and then Save

 

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  1. How a user makes payments on the Client Portal

Client should be logged into their client portal to make payments.  Click on Proposals or Invoices tab. Next, click on the proposal/ invoice and you should see the option to Choose a Payment Method and pay.

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  1. The approval/rejection process in the Client Portal

 

You have the ability to approve/ reject proposals. Simply click on the Items or Proposals tab and hit Approve or Reject

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