The Customer Portal Options found in Management > Customers > Customer Portal allow you to have more control over the way customers will view and interact with the customer portal.

Customer Portal Options

There are four Customer Portal Options managed in Management > Customers > Customer Portal.

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

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.