Customer Portal Options give you greater control over how Customers view and interact with their portal experience. These settings allow you to tailor visibility, access, and communication to fit your business needs.

Navigate to Management / Customers / Customer Portal.

Customer Portal Options

There are four Customer Portal Options.

Note: As a default, Display Customer Terms in Customer Portal, Display Deposit Requirements on Estimates, and Display Deposit Requirements on Invoices are OFF. 

Note: After making preference adjustments, select Save Changes at the bottom of the page. 

A. Enable Reorders through Customer Portal - When enabled, Customers will have the ability to reorder past orders using the Reorder button in the History tab.

B. Display Customer Terms in Customer Portal - When enabled, Customers will be able to view their payment terms in the Orders tab beneath Order Details.

C. Display Deposit Requirements on Estimates - When enabled, Customers will be able to view the deposit requirements in the Estimates tab beneath Total.

Note: If you choose to Display Deposit Requirements on Estimates it is recommended to also Display Deposit Requirements on Invoices to avoid Customer confusion.

D. Display Deposit Requirements on Invoices - When enabled, Customers will be able to view the deposit requirements in the Orders tab beneath Balance.

Note: If you choose to Display Deposit Requirements on Estimates it is recommended to also Display Deposit Requirements on Invoices to avoid Customer confusion.