Client Billing Portal - Accounting System - Onboarding

Client Billing Portal - Accounting System - Onboarding


Client Billing Portal

Client Portal allows our clients to keep track of all the transactions that have taken place between CI Web Group and your business. Bid goodbye to lengthy emails and collaborate efficiently like never before.


Dashboard

The first thing that your client will see upon logging into your client portal would be the dashboard which displays important details such as, outstanding invoices and customers’ account and your organization’s details.



Estimates

If integrated with Zoho Books, your clients can view a list of the estimates they’ve received from you. If they are satisfied with the price, they can take your business forward by clicking on the Accept button.

Clients can also decline an estimate for a better offer by clicking on Decline in the More drop down that is visible once the estimate is selected.

P.S: You can always rework on the declined estimate by clicking on the Edit option provided in your Zoho Books account to make a re-offer for your clients.

Subscriptions

Your clients can view the list of subscriptions under Subscriptions and the plan name, subscription creation date, amount and status of the subscriptions will be displayed. Clicking on any of the subscriptions will display detailed information related to that subscriptions.

Incase of an offline subscriptions, the customers can pay for it in the Invoices section by filtering the plan.




Invoices

Your clients can view a list of invoices in the Invoices tab.

If the invoice is unpaid, they can choose to pay instantly by clicking on Pay Now. The client can also filter the list to display a particular type of invoice by clicking on the drop-down above the list.




Invoices can be printed, downloaded as PDF’s and can be forwarded to other contacts by your customer from the options provided inside the More drop-down.


Payments Made

The client can keep track of all the payments made for invoices.


Customer Details

Customer can update and edit their personal details, company details and change their password using the client portal.

Contact Details

The Contact Details section will display the details of their merchant. The customer can email or review you by clicking on the Mail and Review respectively, based on the Portal Settings.




My Company Details

The My Company Details option can be used by customer to edit their personal and company details like name, email, contact number, billing and shipping address and card details.





To edit the card/bank details,
  • Click on the edit button next to the card/bank details that has to be updated.
  • In the credit/bank details page next, your customer can update their card/bank details.

Note: You customers can only update their card/bank details and not add a new card or bank account through client portal.




Change Password

Customers can change their client portal password by clicking on Change Password button at the bottom-left.





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