Which of the modules are accessible for my customers to view within the portal?

When you enable the customer portal for your customers, the following modules will be available by default.

  • Estimates/Quotes
  • Invoices
  • Payment Made
  • Statements

To view additional modules, you can go to Customer Portal preference from Settings.

  • Navigate to Settings and click Customer Portal under Preferences.
  • You can enable the modules that needs to be shown in the portal by checking the boxes next to the appropriate options.

By enabling these modules, your customers get a comprehensive view of their interactions, transactions, and project-related information, further enhancing their portal experience.

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