The Customer Portal is a convenient platform designed to streamline communication and order management. Through the portal, you can easily access and review Estimates and Orders, approve proofs, request changes, upload files, and securely make payments.
Table of Contents
- Accessing Your Portal
- Understanding the Customer Portal
- Action Required
- Open Orders
- Open Estimates
- Make a Payment
- History
- My Profile
- Sign Out
- Using Invoices and Statements
Accessing Your Portal
Invitations to reach the Customer Portal are sent directly to your email. To view all of your current and past Orders, Estimates, and uploaded files in one place, you'll need full portal access. This requires a login, which will be sent to you via a portal invitation. Once logged in, you’ll be able to manage your complete Order history, approve proofs, upload files, and make payments securely through your portal.
Understanding the Customer Portal
Once within your Customer Portal, a menu will appear on the left. These sections are how you will navigate and view information about orders, estimates, payments, and history.
Note: Make a Payment and History sections may not be visible in your portal. These sections are optional and would need to be enabled by the company.
Action Required
These are items that need an action completed to progress the order through the process. Common actions needed can include things like Proof or Estimate approvals.
When you select 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.
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.
Approve Multiple Items
For Estimates 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.
Open Orders
In this section, you can view any Orders that are currently being worked on.
Note: Closed orders will move to Order History.
Note: The blue person icon to the left of an Order indicates there is an action is needed.
Selecting one of the Orders from the list opens a screen with several options.
a. PDF Estimate or Invoice - Clicking this will take you to a PDF view of your Estimate or Order Invoice.
b. Pay Now - Click this to bring up a pop-up that allows you to enter in your payment information on this Invoice.
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.
Note: Options for Approvals and Change Requests may not show on every Order.
Approve Multiple Items
For 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.
Open Estimates
This section allows you to view all Estimates that are currently being worked on.
Note: Completed Estimates will move to the Open Orders section.
Note: The blue person icon to the left of an Estimate indicates there is an action needed.
Selecting one of the Estimates brings up a screen with several options.
a. PDF Estimate - Clicking this will take you to a PDF view of your Estimate.
b. Approve Multiple Items - This opens a pop-up that allows you to approve multiple line items at one time.
Note: See below for example.
c. View / Add Comments - Clicking this opens a pop-up allowing you to either read previously entered comments, or to type one of your own.
d. 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.
e. Change Request - Clicking this will open a pop-up that allows you to explain the change you are requesting.
Note: See below for example.
f. Approve - Select the Approve button to select individual Line Items.
Note: See below for example.
Note: Options for Approvals and Change Requests may not show on every Estimate.
Approve Multiple Items
For Estimates 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.
Make a Payment
This section allows you to see which Orders need to be paid.
You can easily pay for one or more Orders directly from this screen.
1. When hovering over the line for an order, a checkmark box will appear on the left. Select one or more orders to submit a payment.
2. Hovering over this question mark will bring up a pop-up showing more payment information. Here, you will have the option to select either Pay Balance in Full or Partial Payment. If Partial Payment is selected, simply type in the amount desired in the Payment Amount Box to the right.
3. When the necessary payment information has been filled in, click Apply.
History
Clicking on the History section gives you the option of selecting one of three subsections including Order, Estimate, and Payment History. Selecting anything from the list will bring up more detailed information.
My Profile
This section is for you to fill out. Choose to provide as much or as little information as you would like. The only fields that are required are your first and last names.
Note: If your time zone is different than the company, use your own time zone.
Passwords and Usernames cannot be reset from this screen.
Sign Out
Clicking Sign Out will immediately sign you out of the Customer Portal.
Using Invoices and Statements
Using the Customer Portal, you have the ability to view Invoices and can access them in two ways.
Within your Customer Portal, navigate to the Open Orders section.
1. Hover over the item and click the Ellipses that appears on the right.
2. Click on Print Invoice.
The other method for accessing your Invoice is within a specific order.
1. Select the Order from the Open Orders section.
2. Click on Invoice.
Both of these methods will bring up the Invoice in a new tab where you have the option to print, or download the Invoice.
Note: The icons for printing and downloading the invoice are located in the top right corner of the screen.