Customer Portal
A private place for customers to find purchases, documents, support and service updates.
How to use this feature
- Buy the add-on in Billing → Plan and enable it in Settings → Modules. Open Customer Portal and select the correct branch and customer.
- Verify the customer’s email address, select the source sections to share, and create the access link. Copy and send the link through your usual communication channel.
- The customer signs in with an email code. Only the selected customer’s shared records appear. Revoke the grant to end access immediately.
- Eligible invoice payments require your configured Paymob connection. Bookings, rentals, subscriptions and projects are summaries; manage those records in their source modules.
