Can my customers see their invoices online?
Cette réponse n'est pour l'instant publiée qu'en anglais.
Yes. Once you invite a customer, they can log into their own portal and see and pay their invoices directly, without going back and forth with your team.
For what a customer sees and can do with their invoices from the portal — viewing, paying, receiving receipts — see Customer portal.
The same portal also has its own Work Orders and Quotes sections, so a customer isn't limited to just the invoice list. How a customer approves an estimate from the portal is covered under Approve an estimate.
To invite a customer to the portal, Nassima needs their email address.
Once they're in, customers can check an invoice or pay it whenever it suits them, without waiting on a reply from you.
Autres formulations de cette question
- Is there a customer portal?
- Can customers pay from the portal?
- How do I give customers access to their invoices?
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