Difference between revisions of "Client portal"
From Protemos Wiki
(→Client portal settings) |
(→Client portal settings) |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 12: | Line 12: | ||
Here you can define the following 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''' | + | *'''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"''': | 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]] |
Latest revision as of 15:52, 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 — 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":
