How can customers pay an invoice via the portal?
In order to pay an invoice, your customer needs to login to the portal. You can find out how your customers can login to the portal here.
After logging in to the client portal, your customer can choose a transaction and click on the corresponding Pay Now button.
A method of payment can also be chosen
Can we have our customer pay an invoice directly without going through the portal?
Yes! Your customer can simply click on the link received in the email and he would be directed to the portal page. He can pay for the invoice without logging into the portal.
Can a customer download his “Customer Statement” from within the client portal?
The Statements tab on the navigation panel inside the client portal contains a Statement of Accounts which is nothing but the customer statement. It can be printed or exported as PDF using the respective options provided right inside the portal.
