How to Use the Customer Portal to View Invoices and Make Payments in Paidnice скачать в хорошем качестве

How to Use the Customer Portal to View Invoices and Make Payments in Paidnice

Give your customers 24/7 access to their account information with the Paidnice customer portal. This tutorial shows how customers can view invoices, download statements, and make payments directly through a branded self-service portal. What you'll learn: Understanding the customer portal as a live outstanding statement. Navigating invoice views and downloading attachments. Accessing account statements and payment history. Customizing portal branding and age bucket displays. Enabling payment options through Stripe or existing payment integrations via your accounting system. 0:00 Introduction to the customer portal 0:21 Portal overview and age debt buckets 0:43 Viewing individual invoices 1:01 Invoice links in email reminders 1:19 Downloading PDFs and attachments 1:34 Accessing other invoices and statements 1:43 Configuring portal branding 2:09 Customizing age analysis breakdowns 2:16 Portal color and display settings 2:40 Including quotes and paid invoices 2:58 Payment integration options 3:19 Making payments through the portal 3:37 Alternative payment methods 4:03 Summary 📧 Questions? Contact support at hello@paidnice.com Learn more about how you can get paid quicker at https://www.paidnice.com/