client_area
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
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