How does the customer portal work?

How does the customer portal work on Billomat?

The customer portal is the interface between your invoicing and your customers. Here, your customers can not only have a look at their estimates, invoices, etc., but also comment and even pay them!

How to set the customer portal

First, you need to set your customer portal. You can do this under Settings > Administration > Customer portal. Here, you can select what documents your customers are allowed to see and what they can do with them. In case you decide that your customers can pay their invoices through the customer portal, you first need to configure the payment module. You will find further information about it here.

The important thing is that you also define which customers shall get an access to the customer portal. You can determine that only future customers shall receive an access, or that all customers shall get an access retroactively. The decision is all yours! You can also adjust the option individually in the customer settings.

Now that you have decided who can access the customer portal and what can be done there, you still need to get your customers to the customer portal. To do this, there are two possibilities. First, you can give them a unique combination of password and user name in conjunction with the URL of your customer portal. The customer simply needs to click on the URL, enter his access data and then he will access the portal.

The second possibility is the secret link. The secret link is unique for every customer and by clicking on it, your customer directly gets to his page in the portal. The advantage is that your customers only get a link and no additional password and login. Less data make it easy, quick and safe for your customer to get to their customer portal.

Once you have opted for one version, you will find the corresponding data in the right bottom in the detail view of your customers. Here, you can also determine individually whether a customer should not get an access.

Placeholder for the customer portal

Instead of sending an email with the access data to every customer, you simply can insert a placeholder in your invoices. With the placeholder [Invoice.customerportal_url], your customer will directly get to the invoice in the customer portal.

  • [Client.customerportal_url]   –   This is the placeholder for the secret link, that can be used by your customers to get to customer portal.
  • [Client.customerportal_login]   –  This placeholder generates your customer’s login, in case you chose the combination of login and password.
  • [Client.customerportal_passwort]   –  With this placeholder your customer gets his own special password.

This is what the customer portal looks like

The Billomat logo will naturally be replaced by your own logo. In case of an outstanding invoice, you will find a payment button on the left side next to the „Print“ button. On the top of the page, your customer can navigate through the different categories of documents throughout the action bar. On the right side, you will find an overview of comments and payments. By the way, your customer can also make comments if you proceeded to the corresponding settings.

Haven’t found an answer?

Then our support team is glad to assist you personally and of course free of charge either via phone or email.

Email: support@billomat.com
Phone: +49 911 – 148861590

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