The Customer Portal is a convenient platform designed to streamline communication and order management. Through the direct link, you can easily access and review an Estimate or Order, approve proofs, request changes, upload files, and securely make payments.
Table of Contents
Accessing Your Portal
Direct links to reach the Customer Portal are sent directly to your email.
If you receive a direct link for an Order or Estimate, you’ll be able to view and take action on that specific item - such as approving a proof or making a payment.
Note: This type of link is designed for quick access to that individual Order or Estimate and does not display your full order history.
Action Overview
When you click the direct link to an Estimate or Order, there are several actions you can take.
a. PDF Estimate or Invoice - Clicking this will take you to a PDF view of your Estimate or Order Invoice.
Note: See below for an example invoice.
b. Pay Now - Click this to bring up a modal that allows you to enter in your payment information on this Invoice.
Note: This option is only available on Orders.
c. Approve Multiple Items - This opens a pop-up that allows you to approve multiple line items at one time.
Note: See below for example.
d. View / Add Comments - Clicking this opens a pop-up allowing you to either read previously entered comments, or to type one of your own.
e. Upload / Download Files - Clicking this brings up a pop-up allowing you to either upload a file to the portal, or to select a file already present that you can download.
f. Change Request - Clicking this will open a pop-up that allows you to explain the change you are requesting.
Note: See below for example.
g. Approve - Select the Approve button to select individual Line Items.
Note: See below for example.
Example Invoice
Note: The icons for printing and downloading the invoice are located in the top right corner of the screen.
Approve Multiple Items
For Estimates or Orders with multiple line items, there is an option to approve multiple items at one time.
1. Check which items you would like to approve.
2. Check that you have read and accept the Approval Terms.
Note: This is required in order to submit.
3. Select Submit Approvals.
Change Request
1. Fill in the text box with the changes you would like made.
2. Select Submit Change Request.
Approval
1. Check the box stating that you have read and approve of the terms.
2. Click Submit Approval.
