Difference between revisions of "Client portal"

Revision as of 10:12, 10 March 2020

Go to Settings⇾Client portal:

This menu allows you to adjust client portal related settings.

Here you can define the following settings:

Quote manager—here you can define one of your managers as the default recipient of notifications connected with quotes and quote requests.

Project manager—here you can define one of your managers as the default recipient of notifications connected with projects.

Project creation by clients—here you can enable or disable the ability to create projects by your clients.

Invoice manager—here you can define one of your managers as the default recipient of system notifications about overdue clients invoices etc.

Payment method—the method which will be added by default to all your invoices unless you don't indicate a different method for a specific client or invoice.

Payment terms—standard payment terms for all your clients. It defines how soon payments should be made after issuing invoices. You can set a different method for an individual client.

To change any of the above-mentioned settings, click "Update":

Change the necessary information and click "Update":

@@ Line 13: / Line 13: @@
 *'''Quote manager'''—here you can define one of your managers as the default recipient of notifications connected with quotes and quote requests.
-*'''Project manager'''—here you can define one of your managers as the default recipient of notifications when your clients create projects.
+*'''Project manager'''—here you can define one of your managers as the default recipient of notifications connected with projects.
 *'''Project creation by clients'''—here you can enable or disable the ability to create projects by your clients.