Difference between revisions of "Client portal"
From Protemos Wiki
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To change any of the above-mentioned settings, click '''"Update"''': | To change any of the above-mentioned settings, click '''"Update"''': | ||
| − | [[File:Client portal settings.png|border| | + | [[File:Client portal settings.png|border|1070px]] |
Change the necessary information and click '''"Update"''': | Change the necessary information and click '''"Update"''': | ||
| − | [[File: | + | [[File:Update client portal settings.png|border|1070px]] |
Revision as of 15:51, 15 August 2022
Client portal page: https://cloud.protemos.com/client-portal/view
Go to Settings ⇾ Client portal:
This menu allows you to adjust client portal related settings.
Client portal settings
Here you can define the following settings:
- 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.
- Project creation by clients — here you can enable or disable the ability to create projects by your clients.
- Default client manager — a person who will receive notifications about quote requests and projects from clients.
- Invoice manager — here you can define one of your managers as the default recipient of system notifications about overdue client invoices, etc.
To change any of the above-mentioned settings, click "Update":
Change the necessary information and click "Update":
