The User ID

In order to access Customer Portal, or to login and retrieve stored information for web payment pages, your customers must have a User ID and Password for ReceivablesPro.

 

The first time a customer attempts to access your Customer Portal they will be asked to create a User ID and a password. Once they do this, you will see the User ID chosen by your customer on the View Customer Details screen.

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Once your customer has chosen a User ID it cannot be changed, by either you or the customer.

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User IDs must be unique in your ReceivablesPro system. No two customers can have the same User ID. If a customer attempts to save a User ID that already exists in your system they will see an error message, as shown below:

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Additionally, User IDs must be at least 6 characters and contain only letters, numbers, a period, a dash, and the @ sign.

When you delete a customer (see Deleting A Customer) you remove all access to Customer Portal.

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