Customers

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Customer Search
Use the global search in the top right of the application to search for customer information. Results will show for: Company Names Contact info (first and last names, email addresses) Invoice Numbers Transaction Reference Number  In...
Customer Profile Overview
Customer Profile: This is where you manage the selected customer as a whole, or view the Client Facing version of the portal. Click "Back to Customers" to return to the profile search page, or use the top right search box to start a new...
Customer Details
Customer Details Click on the Customer Details section to see the full list of contacts. Here you may grant a customer access to the portal, view and individually manage all of a customer's associated contacts. The "Sort By" ...
Balance
Customer Overview Balance This is simply the quick view of the customer's current account status. It is a reflection of the items that currently exist in our system (your records may differ if a synchronization has not been recently run). ...
Open Invoices
From the Profile Overview page, you can directly pay invoices. Selecting one or multiple invoices will allow you to use the "Pay Selected" option to quickly make a payment on the client's behalf. The red alarm clock dictates thi...
Customer Credits
Credit Memos and Unapplied Payments On the customer overview page, any outstanding credit memos or Unapplied payments will be shown for the customer. Security Permissions can restrict the viewing of credits on the customer portal side. This is ...
Pending
This includes any payments you or your customer have recently initiated. The payment(s) has yet to sync to the accounting package, and will sit in this status until it is transferred to your integrated accounting system. ...
Scheduled
A Scheduled Payment is a payment that has been manually arranged to process on a selected date. This does not include payments set to pay via Autopay A payment can be re-scheduled, or cancelled using the calendar icon. Selecting RESC...
Payments Calendar
The calendar shows a visual interpretation on when upcoming payments are set to process. NOTE: We can't show upcoming payments for invoices that don't exist yet  Be sure to create the invoices, and sync them in from your accounting p...
Payment Methods
On the Customer Profile, the "Payment Methods" section lists all credit cards or bank accounts on file for a given client. Clicking on "NEW" will allow entry of a Credit Card, or other supported form of payment. Clicking "...
AutoPay
The Autopay section of the Customer Profile is where you may add/remove or modify settings, for a given client. You can stop existing settings from changing in a "freeze" "un-freeze" fashion. "Locking" (solid padlock ...
Invoice History
You may view current open or old invoices from the tenant administration side. Clients also have this option from their perspective (with security levels permitting).   Clicking "More" and will display the additional details wit...
Transaction History
New or old transactions processed with this customer are displayed: Our system will show payments made outside of the portal, such as a manually entered paper check. The history is partly determined by the "Sync From Date", and how much...
Viewing Invoices
The summary of an invoice can be viewed from multiple areas including Invoice History, Open Invoices, AutoPay Approval, and among other places. Details on an invoice summary include: Due Date Total Open Balance Purchase Order # Transaction Dat...