Customer portal

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

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

Turn it on

1. Go to Settings › Customer portal. Only Admins can change it.
2. Tick Turn on the customer portal.
3. Choose what customers see: the Statement and Sales orders.
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 under Customers.
2. Click Customer portal.
3. Copy the link to send it by WhatsApp or SMS, or click Email it to the customer.

Admins and Managers can share links. 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.

What customers see

• Amount due, with what is overdue, and what is due by age
• Invoices and credit notes, with a PDF of each and Pay now on what is due, when you've set up online payments
• Orders, open or invoiced
• Statement for any period, to print

If you also use Ellibo Accounting, customers see your estimates too, and can accept or decline them.

Turn it off

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