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client_area [2014/10/24 20:53] (current)
Lisa Adams created
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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 ยท Last modified: 2014/10/24 20:53 by Lisa Adams