What is customer portal?

Customer Portal is where you invite your customers or clients into Payfunnels to view their Payments, and subscriptions, download Invoices and receipts, and update payment methods and Todos.

Below are steps to invite Customers on customer portal:

• To invite your clients, log in to your Payfunnels account and go to the ‘Customers’ section. Find the customer you want to invite and click ‘Send Invite’.

• Now, your customer will receive an invitation email to sign up on the customer portal.

• You can also invite your clients by sending a payment link to their email.
• To do that, click on the customer you want to send the invite via Payment Link. Then, go to the Payments tab and you will see an option to create new payment link. Click on 'Create new Payment Link'.

• After entering all the details, click ‘Save And Email Payment Link’, that's it.
• You can also assign the payment link in the same way by clicking Save Payment Link. After saving the payment link, your customer will see it under Open Invoices and will be able to process the payment directly through the customer portal.

• Now, your customer will receive the Payment link URL via email. Using that link, they can sign up to the customer portal and able pay the Payment link as well.

After signing up on the portal, your customer will get access as listed below: 

• Payments: In this section, your customer can see paid and due invoices and also be able to download receipts as well. 
• Subscription: Your customers can access their active and canceled subscriptions under the Subscription section. It depends on the permissions you have granted while creating the Invoice. You can allow your customer to manage the subscription by toggling 'Allow customer to cancel/pause subscription' while making the recurring/payment plan invoices.

• Payment methods: In this section, your client can add, update, and remove payment methods. 
• To-dos: In this section, your customer can create their To-do list and check assigned Todos as well.  

Please email us at support@payfunnels.com if you need any help.