Customer Portal

The Customer Portal allows your customers to view their invoices, make payments, and manage their profiles. This guide will help you set up and navigate the Customer Portal.

Accessing the Portal

Customers can access the portal by navigating to the provided URL, such as https://your.url/{company:slug}/customer. They will need to log in using the email and password provided during registration.

Allowing Customer Access to the Portal

admin/customers/{customer:id}/edit

When editing a customer, you can enable their access to the portal by toggling the authorization access. Below this option, the portal URL will be displayed, and you will need to set a password. The customer can then access the portal using their email address and the defined password.

Viewing Invoices

{company:slug}/customer/invoices

Once logged in, customers can view their invoices by clicking on the "Invoices" tab. Here, they can:

• View a list of all invoices.
• See the status of each invoice (paid, unpaid, overdue).
• Download invoices in PDF format.

Making Payments

Currently, InvoiceShelf does not support online payments.

Managing Profile

Customers can update their profile information by clicking on the "Settings" tab. Here, they can:

• Update personal details (name, email, phone number).
• Change their password.