Customer portal

Give each customer a private page with their invoices, statement and what is due, where they pay online and accept estimates.

The customer portal is part of the Standard plan and above. There is one portal for your business. Accounting and Ellibo Inventory share it, so you set it up once.

Turn it on

1. Go to Settings › Customer portal.
2. Tick Turn on the customer portal.
3. Choose what customers see: the Statement, Sales orders and Estimates, and whether Customers accept or decline estimates.
4. Pick a Colour and, if you like, a Welcome message. Your logo and business name come from Business settings.
5. Check the Email with the link: its subject and message. {customer}, {business} and {link} are filled in for each customer. Keep {link}.
6. Click Save portal settings.

Send a customer their link

1. Open the customer in Parties.
2. Click Customer portal.
3. Copy the link to send it by WhatsApp or SMS, or click Email it to the customer.

Customers don't need an account or a password: the link is their key, so send it only to them. If a link reaches the wrong person, click New link — the old one stops working at once.

Under the button you can see when the customer last opened their page.

What customers see

• Amount due, with what is overdue, and what is due by age (not yet due, 1-30, 31-60, 61-90, over 90 days)
• Invoices and credit notes, with a PDF of each and Pay now on what is due, when you've set up online payments
• Estimates, to accept or decline
• Orders
• Statement for any period, to print

Your UPI ID and bank details from Business settings show under what is due, so customers can also pay directly.

Estimates accepted or declined

The customer types their name and clicks Accept or Decline (a decline needs a note). You are told in the bell, and the estimate's page shows Accepted by ... in the customer portal. Convert it to an invoice as usual.

Turn it off

Untick Turn on the customer portal and save. Every link stops working until you turn it on again.