General

The general settings page is where you can customize how your portal looks and feels. You can customize your branding colors and logos, set up the scrolling cards that your customer’s see in their portal, and add or edit basic information abou...

This section of the general settings page is used to set and edit basic information about your company. These fields are all used in the rendering of invoices from provided data, and are automatically inserted as variables on the various   emai...

Branding This is where you set your customer portal color theme, changing it's look & feel. You can supply custom color codes and several logo choices to help your customers recognize your brand. Colors You can set a primary and s...

Ad Cards  This section is used to create dynamic scrolling content for your customers.  You may use this however you like, but we find it most effective as a way to offer support to your customers as well as highlight some services that ...