This article will cover how the client portal operates
- How to Invite a Client to the Client Portal
Go to Projects> Addresses
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
- How to find the Client Portal in 2.0
Go to Projects> Client Portal
- 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.
- How do I log into a customer's account to see their Client Portal
Go to Projects> Addresses
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
- 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
- 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
- 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.
- 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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