Difference between revisions of "Client portal"

Revision as of 15:52, 15 August 2022

Go to Settings ⇾ Client portal:

This menu allows you to adjust client portal related 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 — this person will receive notifications about quote requests and projects from clients. The default client manager should be provided with the corresponding role and should not belong to a client pool, if any.

It can be specified individually for each client.

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":

@@ Line 18: / Line 18: @@
 *'''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.
+*'''Default client manager''' — this person will receive notifications about quote requests and projects from clients. The default client manager should be provided with the corresponding role and should not belong to a client pool, if any.
+It can be specified individually for each client.
 *'''Invoice manager''' — here you can define one of your managers as the default recipient of system notifications about overdue client invoices, etc.