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Client Area

The Client Area is an external login portal that you can provide to your clients.

Clients will be able to make use of these functions:

Functions Sub-Functions Description
My Account
Invoices View current/past Invoices
Quotations View/accept pending Quotations
Payments View payment history
Payment Settings
Current Payment Details View current payment details
Change Payment Method Adjust Payment Method, your client's next invoice will automatically be adjusted to this setting
**Service Signup
Service Choice
client_area.txt · Last modified: 2014/10/24 20:53 by Lisa Adams