The customer's page
Customers, addresses and what they see
4 articles · part of Contacts and the customer's page
- Change the client portal settingsChoose what every customer estimate and invoice page shows on Client portal in Settings. A saved change reaches every link already sent, for your whole team.
- What does my customer see on their estimate page?Your customer opens the estimate from your email, with no account. A waiting estimate reads "Awaiting your approval", with "Approve estimate" and "Decline estimate".
- What does my customer see on their invoice page?The invoice page shows the items, Invoice total, Paid to date, Balance due and the payments made. With online payments on, a balance due gets a "Pay" button.
- What your customer sees on their estimate and invoice pagesPick the page your customer is looking at, or change what both pages show. Every estimate or invoice you email links to its own page, and the customer needs no account.