Customer Portal

The customer portal is where your customers go to manage all things billing with respect to your business. It allows your customers to complete most billing tasks in a self-service portal, like submitting payments, viewing invoices, subscribing to services, and more. The customer portal is provided by Invoiced with no coding experience or extra setup required. Customers can access the customer portal at anytime and from anywhere with an internet connection.

Within your customer portal, customers will be able to:

All of these features can be enabled or disabled as desired in order to better suit your needs.

The My Account page is the home page of your customer portal. It provides a tailored summary of a customer's account. The screen will show different contextual information depending on the state of the account, such as if they are a subscriber or have an active payment plan

The Activity page allows your customers to see a list of invoices, estimates, credit notes, and payments. Each transaction type can be filtered (date range and status) and searched (i.e. by invoice #). Customers can select multiple invoices to pay with a single payment here. They can also export transactions to PDF, CSV, and XML.

The Documents page allows your clients to view and download files attached to their customer profile. This tab is only shown if the customer has at least one file attachment.

The Statements page allows your clients to see a current Balance Forward or Open Item statement. They have the option to see up to 3 years of previous Balance Forward statements

The Billing Details page allows your customer to update contact information, like email address and billing address

The customer portal works out of the box with no configuration. You can customize the behavior of the customer portal in Settings → Customer Portal. Here are some behaviors that can be customized:

Your customer portal is hosted at its own subdomain that you can locate in Settings → Customer Portal. Any customer facing activity happens on this domain, like viewing invoices or paying. Customers can also access the customer portal by going directly to this URL.

We strive to make the customer portal work with as many web browsers as possible, although a recently updated web browser is recommended. In order to access the full functionality, the visitor's browser must be configured with:

Customers can ask questions about specific invoices in the customer portal. This allows customers to ask questions regarding the information on the invoice as well as resolve any billing issues that might arise.

Invoiced will also flag the customer's invoice if a message is sent and alert the users on the Account profile. This gives the business an easy way to filter out invoices that need attention. Once a response is sent, the invoice can be marked as resolved.

Customers must be signed in to access the customer portal. We've made signing in as simple as possible while remaining highly secure. There are a few ways that customers can sign in:

The out of the box behavior of the customer portal is that anyone with an invoice link can view and pay the invoice. While invoice links are private and sufficiently random to prevent guessing, if you desire even more privacy and security then you can require that invoice viewers sign in first before viewing the invoice.

When the Require Authentication setting is enabled, only a user which is signed into Invoiced or signed into your customer portal via a magic link will be able to view the invoice. If an invoice viewer has not signed in yet then they will be prompted to sign in first. Once the viewer is signed in they will be able to access and pay the invoice.

The customer portal can be tailored to fit more unique use cases with these advanced configuration options. It is recommended that a web developer handles these modifications.

You can include the Google Analytics tracking script on all customer portal and sign up pages. This enables you to track usage and adoption of the customer portal.

Setting up Google Analytics:

Going forward you will start to see activity in Google Analytics for customer portal traffic.

You can use your own domain name in the customer portal (i.e. billing.mycompany.com) instead of using the invoiced.com subdomain. Custom domains can be setup in Settings → Customer Portal → Setup Custom Domain. The only requirement is that you can create a CNAME DNS record to custom.invoiced.com for your domain name.

You can modify the look and feel of the customer portal by providing your own CSS stylesheet. The stylesheet will be added in addition to the default stylesheet on all customer portal pages. This can be setup in Settings → Customer Portal → Custom CSS.

You also add Javascript to the customer portal in Settings → Customer Portal → Custom Javascript.

The customer portal has a content security policy in place to provide additional security to customers. This content security policy means that content from third-party sources cannot be loaded with custom CSS and Javascript without additional configuration.

In order to load third party sources you must add the URL in Settings → Customer Portal → CSP Trusted Sites and select how it will be used (i.e. image, script, stylesheet). Once you add a trusted site you can use that external source in your CSS and Javascript.

You can use your own authentication system with the customer portal instead of using the email-based sign in method. This feature allows you to sign in users into the Invoiced customer portal using your app or website's existing authentication system. The way that it works is that any customer portal visitor that is not signed in will first be redirected to the sign in page URL that you provide. Once you have authenticated the customer you will then redirect them using a magic link. Your customer will then land in the customer portal, signed in as the correct user.

This feature can be enabled in Settings → Customer Portal → Customer Portal Authentication.