Client portal
Understand the customer-facing portal for invoices, estimates, proposals, contracts, projects and support.
Client portal overview
Client portal overviewUnderstand the areas a contact can see and how staff permissions differ from contact permissions.
Open guide →GuideInvite a contact to the client portal
Invite a contact to the client portalCreate login access and send the contact the appropriate account or password setup message.
Open guide →GuideHelp a client view and pay invoices
Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.
Open guide →GuideHelp a client review estimates and proposals
Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.
Open guide →GuideHelp a client sign a contract
Help a client sign a contractGuide an authorised contact through review and electronic signature.
Open guide →GuideHelp a client follow projects and tasks
Help a client follow projects and tasksShow client-visible milestones, tasks, discussions, files and progress.
Open guide →GuideHelp a client create and follow support tickets
Help a client create and follow support ticketsExplain ticket creation, replies, attachments and status updates.
Open guide →GuideTroubleshoot missing client portal sections
Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.
Open guide →GuideEmployee and Manager Portal Governance →
Open guide →GuidePreview the manager portal →
Open guide →GuideeCommerce & POS Module overview
eCommerce & POS Module overviewStart with the complete code-backed module map.
Open guide →WorkflowPublic store, catalogue browsing and cart
Public store, catalogue browsing and cartThis section documents public catalogue eligibility, category/product pages, cart handling and route behaviour.
Open guide →WorkflowCheckout, client invoices, guest orders and email
Checkout, client invoices, guest orders and emailThis section documents identity fields, payment choices, mandatory terms, rate limiting, order tokens, native invoices and branded email.
Open guide →