Customer Portal provides your customers web access to pay bills, view account history, manage service calls, and place orders using Order Pad.

Administration Tasks

Administration Tasks include:

Feature Orientation

To make the most of your Customer Portal installation, some administration is required. Depending on which features are enabled and which configuration options are applied, you may see some or all of the areas below.

Logging In

Log into customer portal using your email address and password provided by an admin of Customer Portal.
Log into customer portal using your email address and password provided by an admin of Customer Portal.
Login fields
Field Usage

Username (1)

Your username is your email address.

Password (2)

Your password must be set up by an admin. If you don't know your password, use the Forgot Password link (if it's available) or contact your Customer Portal administrator to request access.

Log In (3)

Language Selection Pane (4)

If multi-language is enabled, the user may choose between available language options.

Accessing Customer Portal features

Upon login, at-a-glance reports are displayed with your transaction history. At-a-glance reports are available for Orders, Invoices, Payments, Deliveries and Credit Memos. Other features may be accessed from this page, as detailed below.

Customer Portal at-a-glance reports are displayed upon login. See details below for other available functions.
Customer Portal at-a-glance reports are displayed upon login. See details below for other available functions.
Landing Page Reference
Feature Usage

Logo (1)

Press the company logo to bring you back to this landing page.

Balance (2)

Your balance will be displayed based on outstanding invoices.

Pay Balance (3)

This advanced option is available to customers who are permitted to pay bills online. If you need access to this feature, contact your Customer Portal administrator to request access.

Place an Order (4)

This advanced option allows you to place orders online. If you need access to this feature, contact your Customer Portal administrator to request access.

Create a Quote (5)

This advanced option allows you to submit quotes online. If you need access to this feature, contact your Customer Portal administrator to request access.

Report Menu (6)

This side menu provides access to your available reports and features. Expand a menu category to see which reports are available.

Branches (7)

If shown, this drop-down determines which branch's transactions are displayed.

This drop-down is only displayed in environments that segregate transactions based on branches. Disregard if you don't see this option.

Recent Activity (8)

These at-a-glance reports show the most recent transactions for Orders, Invoices, Payments, Deliveries and Credit Memos. Full report details may be viewed using the link at the bottom of the at-a-glance report.

Quick-access links (9)

These Quick-access links allow you to (from left to right):

  • Create a new service call
  • Open the full invoices report
  • Open the full orders report
  • View your account balance
  • Search through your documents

User Menu (10)

Expand the User menu to log out or change your password.

Welcome Message (11)

A welcome message may be displayed on the landing page.