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:

  • Submit payments
  • View and search all invoices, estimates, credit notes, and payments
  • Update contact information
  • Enroll in AutoPay and manage payment methods
  • Approve payment plans
  • Approve estimates and pay up-front deposits
  • Apply open credit notes
  • Purchase subscriptions
  • Ask billing-related questions
  • Download supporting documentation on invoices, estimates, and credit notes (file attachments)

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

Tour of the Customer Portal

My Account

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

Customer Portal My Account
Customer Portal My Account

Activity

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 CSV and PDF

Customer Portal Activity
Customer Portal Activity

Statements

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

Customer Portal Statements
Customer Portal Statements

Billing Details

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

Customer Portal Billing Details
Customer Portal Billing Details

Setup

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

  • Partial payments
  • AutoPay enrollment
  • Modifying contact information
  • Applying open credit notes
  • Customer portal subdomain

Usage

Your customer portal is hosted at its own subdomain that you can locate in SettingsCustomer 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.

System Requirements

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:

  • Javascript enabled
  • Cookies enabled
  • TLS v1.2 or above

Leave a Comment on Invoices

Customers can provide feedback on their invoices in the customer portal by adding a comment to the invoices. 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 customers invoice if a comment is left 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 left on the comment, the invoice can be marked as resolved to remove from the needs attention filter.

Signing In Customers

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:

  1. Email sign in Customers can visit your customer portal (yourusername.invoiced.com) directly and request a sign in link by simply entering in their email address. We will then immediately send them an email with a Sign In button. The email address provided must match a main email address or attached contact for a customer profile in your Invoiced account. We will only send a sign in link to email addresses matching this criteria.
  2. Magic Links Magic Links allow you to securely generate URLs to sign customers into the customer portal. This allows you to transparently sign users into the customer portal from your app or website without requiring an additional login step. We only recommend generating a sign in link for users that you have already authenticated through your own login system. Magic Links can be generate through the API or through the dashboard by opening a customer profile and clicking ActionsGenerate Sign In Link.
  3. Sign up pages We temporarily sign in any customers when they sign up from a sign up page. On the thank you page there is a Go to My Account button.
  4. Manage Subscription links We temporarily sign in customers when they click on the Manage Subscription button on subscription email notices. This allows customers to easily update payment information.

Advanced Configuration

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.

Google Analytics Tracking

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:

  1. Go to SettingsCustomer Portal in the Invoiced application.
  2. Enter in your Google Analytics tracking ID (i.e. UA-XXXX-Y)
  3. Click Save.

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

Custom Domain

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 SettingsCustomer PortalSetup Custom Domain. The only requirement is that you can create a CNAME DNS record to custom.invoiced.com for your domain name.

Custom CSS and Javascript

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 SettingsCustomer PortalCustom CSS.

You also add Javascript to the customer portal in SettingsCustomer PortalCustom Javascript.

Content Security Policy

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 SettingsCustomer PortalCSP 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.