The Customer Portal has many unique options that can be tailored for your business to help you provide quality customer service. By modifying the Customer Portal options you can control the order workflow, provide detailed information for your customers, and enable online payments. For more information about the customer portal, please see Customer Portal Overview.
TABLE OF CONTENTS
To begin, navigate to Settings / Customer Portal / Customer Portal Options.
The Customer Portal Options screen is divided into three tabs.
General
These are broad features and options for the set up and appearance of the Customer Portal. These can be changed by toggling the switches.
Note: The system will automatically save changes made to this screen.
Features Heading
These options coincide with the sections that will be available in the Customer Portal.
a. Show Order History - This shows all closed Orders as a subsection beneath History.
b. Enable Reordering - This is an optional feature that will allow customers to Reorder Closed Orders. This feature can be found under the ellipsis in the Order History screen.
c. Reorder Origination - This information will show on the order under the Order Origination on the Order heading.
d. Show Estimate History - This will show all closed Estimates as a subsection beneath History.
e. Show Payment History - This will show all payments made as a subsection beneath History.
f. Accept Online Payments - This feature must be enabled in order to accept online payments.
These are the corresponding options as seen within the Customer Portal.
Order Header Options
These options will show as additional information on the Order and Estimate header in the Customer Portal.
Note: The system automatically updates the corresponding information in the Customer Portal.
a. Order Description - Brief description of what this Order contains.
b. Salesperson - Which Salesperson took the Order. This is helpful information if the customer has questions on the Order.
c. Payment Terms - Enabling this eliminates questions on what is expected for the customer to pay.
d. Date Created - This is the date the Order was placed.
e. Order Due Date - This date is calculated by the system based on Order Due Date set in Settings / Estimate and Order Options / Orders / New Order Defaults.
f. Display Time with Dates - This is only available as an option when Order Due Dates is Enabled.
These are the Header Options as seen in the Customer Portal.
Approval Process
Choose which Line Item Statuses will prompt your customers for approval, and what happens once it has been approved. These Statuses will be automatically saved in the system and updated in the Customer Portal. These are selected for both Estimates and Orders. The Statuses can be set to be the same or you may choose unique Statuses for each.
Note: It is recommended that you set up your Line Item Statuses before setting your Approval Workflow. You can manage Line Item Statuses in Settings / Workflow / Line Item Statuses.
a. Awaiting Approval Status - Select the Line Item Statuses that you would like to use to move an Estimate or Order into the Action Required section of the Customer Portal.
Note: It is recommended that Statuses used in Awaiting Approval Status not be repeated in other fields on this screen.
b. No Proof Approved Status - Select the Line Item Status you would like an Estimate or Order to be updated to when an item that does not have a proof is Approved.
c. Has Proof Approved Status - Select the Line Item Status you would like an Estimate or Order to be updated to when an item that has a proof is Approved.
d. Change Request Without Proof Status - Select the Line Item Status you would like an Estimate or Order to be updated to when a change is requested on an Estimate or Order that does not have a proof.
e. Change Request With Proof Status - Select the Line Item Status you would like an Estimate or Order to be updated to when a change is requested on an Estimate or Order that contains a proof.
Approval Terms
You can edit and customize the text your customers will see when approving an Estimate Line Item, Order Line Item, or an Image Proof.
Note: Changes made will be automatically saved by the system and updated in the Customer Portal.
Note: These approval terms will be seen by the customer in the Action Required section of the Customer Portal as a pop-up before they can approve Line Items or Proofs. Acknowledgement of the Approval Terms is required before continuing.
Setting up Online Payments Through the Customer Portal
In order to accept online payments through the Customer Portal, settings in both the Customer Portal Options as well as the Payment Methods need to be enabled.
Customer Portal Options
Navigate to Settings / Customer Portal / Customer Portal Options.
1. Select the General tab.
2. Click Enabled for Accept Online Payments.
Payment Methods
Navigate to Settings / Accounting / Payment Methods. For more information on payments, please see Payment Settings.
1. Click Enabled for Integrated Payments under the Payment Integrations heading. Fill in all the appropriate fields. For more information on payments, please see Payment Settings.
