Setting Default Settings for the Customer Portal
Customize the features your customers can access from within their customer portal.
Table of Contents
Step : Set Default Settings
Navigate to Add-ons > Customer Portal > Default Settings
Note: The default settings selected will be applied to any new customers brought into the system.
- Display Invoice with Parent: Allow the Parent customer to view the invoices for their sub-customer/job.
- Allow Customer to Edit Profile: Allow the customer to edit their Name, Business Name, and/or Phone number
- Allow Customer to Edit Stored Card: Allow the Customer to add and/or delete payment methods.
- Allow Customer to Change their Auto-Pay Settings: Allow the Customer to Enable/Disable Auto Pay, as well as adjust the timing of Auto-Pay (Create Date, Due Date, Invoice Date)
- Receive Notifications on Customer Edits:
Step 2: Change Settings
If you want to change a current setting for all existing customers click ‘Update settings for all customers’.
- Select the Setting Name
- Select the settings Value (Yes=On, No=Off)
- Click 'Set value to all customers'
