Client Portal
Give your customers access to their invoices, quotes and subscriptions.
Inviting a customer
On the account detail page, Contact persons tab, you can invite a contact person to the portal. An email is sent with an invitation link. The customer chooses their own password when accepting the invitation.
What does the customer see?
The client portal has 7 tabs:
| Tab | Content |
|---|---|
| Overview | Dashboard with open invoices, overdue, balance and recent activity. |
| Invoices | List of all invoices with search, filter and pay. |
| Quotes | View quotes and accept/decline per line. |
| Payments | Payment history with amounts and methods. |
| Balance | Top up balance, transaction history, set up auto top-up. |
| Subscriptions | View active subscriptions, pause, resume or cancel. |
| Account | Edit profile details and change password. |
Paying invoices
In the portal the customer can click 'Pay' next to an open invoice. This opens the Adyen payment screen with available payment methods. After payment, the invoice status is automatically updated.
Managing subscriptions
Customers can pause, resume or cancel their active subscriptions from the portal. They also see the billing interval, amount and date of the next invoice.