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Receivables offers a seamless, secure, and customizable self-serve client portal that allows your customers to easily access the information they need and real-time data to identify payment status, invoices, and issues promptly. It provides your customers with complete visibility of their account receivables data, including invoices, account statements, collection activities, and the ability to make online payments.
With the intuitive interface of the client portal, customers are able to:
Configure the components of the client portal to provide access for customers to view and manage their account receivables and real-time collection data.
You can configure various components of the client portal, such as receivables stats, reminder settings, data columns, invoice properties, and more. To configure the components of the client portal, navigate to Settings > Configurations > Client Portal Settings.
The client portal settings allow you to configure and manage the client portal based on two categories:
The action-oriented configurations allow your customers to see primary details of their account receivables and collections activities.
Using the configurations, you can enable or disable the following features in the client portal:
Statistics in the Receivables client portal display the primary data about collections and account receivables specific to a customer. It helps customers keep track of their payable amounts and account summary, including total outstanding amount, invoices, payments, and more. Enable this feature to allow your customers to view their account and financial summary in one place.
Using the Stats in Client Portal Settings, you can enable or disable the following statistics options:
The client portal access button gives your customer access to their client portal. When you use the clientPortalLink
template variable in an email template, a client portal access button appears in the email reminder. The template variable is the placeholder that holds a call-to-action button to allow your customers to access the client portal and pay bills online.
The following sample email reminder displays a button that allows customers to access their client portal and pay bills online.
You can also customize the text of the client portal access button from the reminder settings. To edit the text of the client portal access button, follow these steps:
Navigate to Client Portal Settings > Reminder Settings.
Under Reminder Settings, add the button name for the following buttons:
Click Save.
The data displayed in the client portal report contains invoices and other account receivables information. Configuring the data properties of the client portal report enables your customer to view and understand their documents, invoices, credit notes, and debit notes in a particular order.
You can configure the following data properties in the client portal:
The invoice/transaction table in the client portal displays the invoices along with the collection data related to the customers. The table includes columns such as document types, balance, due date, discounts, and more. Managing the data columns allows you to show or hide specific columns of the table in the client portal. To manage the data columns of the table, follow these steps:
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