Difference between revisions of "Client portal"

Revision as of 12:31, 2 March 2020

Client portal page:

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 when your clients create projects.

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

Invoicing manager—here you can define one of your managers as the default recipient of notifications when your vendors create invoices.

Payment method—here you can define one of payment methods as the default for your clients, if necessary you can specify payment method for some clients in their Client profiles.

Payment terms—here you can define in how many days your clients have to pay you.

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

@@ Line 19: / Line 19: @@
 *'''Invoicing manager'''—here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
-*'''Payment method'''—here you can define one of payment methods as the default for your clients, if necessary you can specify payment method for some clients in their'''Client profiles'''.
+*'''Payment method'''—here you can define one of payment methods as the default for your clients, if necessary you can specify payment method for some clients in their '''Client profiles'''.
-*'''Payment terms'''—here you can define how many days your client have to pay you.
+*'''Payment terms'''—here you can define in how many days your clients have to pay you.
 To change any of the above-mentioned settings, click "Update":
 [[File:3cient portal .png|border|900px]]