Let your customer follow along from their own portal
The moment a sale is completed, your customer is invited to their own portal automatically; they track everything from payment details to their contract, from their own screen.
Opens automatically the moment a sale completes.
The moment a sale is completed, an account is opened for your customer automatically, and login details are sent by email; they're asked to set their own password on first login.
Payment details route to the right account, based on the project.
Your customer sees, from their own portal, the bank account they should pay into; this can differ by project, bank, or currency, and you can define more than one account.
Usage guide
- Automatic opening: the account opens automatically once the sale completes, the customer sets a password on first login.
- Payment details: the right bank account is shown to the customer automatically.