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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 | | |