ReceivablesPro provides a Customer Portal that your customers can use to manage invoices and payments to your company. The Customer Portal is co- branded for your company and includes your logo, colors and contact information.
Your customers access your Customer Portal when they click the “PAY INVOICE NOW” button in any of your emailed invoices. You have the option to require a login to view and pay invoice, to provide a choice of whether to log in or to pay as a guest, or to bypass the login page all together. (See Invoice Settings in Chapter 8 for instructions on how to configure this setting.) The Log In screen provides an enrollment link that customers can use to create a Customer Portal account. If they choose to do so, they can login each time they pay an invoice.
This appendix provides detailed instructions on how to use all Customer Portal functions. The same information is available to your customers from the “Help” link at the right of the Customer Portal top navigation bar.
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Your ReceivablesPro service provider does not provide technical support for your customers directly. It is a good idea for you to familiarize yourself with the features and functions of Customer Portal so you can assist your customers if they have questions. |
The following sections describe how to create and manage your ReceivablesPro Customer Records so that your customers are provided access to your Customer Portal and then describe each Customer Portal function in detail. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.
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