Difference between revisions of "Client portal"
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Aleksandra.d (talk | contribs) (→Client portal settings) |
Aleksandra.d (talk | contribs) (→Client portal settings) |
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*'''Project creation by clients'''—here you can enable or disable the ability to create projects by your clients. | *'''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 | + | *'''Invoice manager'''—here you can define one of your managers as the default recipient of system notifications about overdue clients invoices etc. |
| − | *'''Payment method''' | + | *'''Payment method'''—standard payment terms for all your clients. You can set a different method for an individual client. |
| − | *'''Payment terms'''—here you can define | + | *'''Payment terms'''—here you can define how soon payments should be made after issuing invoices. |
To change any of the above-mentioned settings, click "Update": | To change any of the above-mentioned settings, click "Update": | ||
[[File:3cient portal .png|border|900px]] | [[File:3cient portal .png|border|900px]] | ||
Revision as of 14:37, 4 March 2020
Client portal page:
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:
- 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 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—standard payment terms for all your clients. You can set a different method for an individual client.
- Payment terms—here you can define how soon payments should be made after issuing invoices.
To change any of the above-mentioned settings, click "Update":
