CUSTOMERS & VENDORS
Give a customer their own page
A customer page is a private link where one customer sees their open invoices, quotes to accept, payments and receipts, their statement and upcoming appointments, always up to date.
Steps
Open Customers and choose the customer.
Find Customer page and choose how long new links should work: Until I turn them off, For 30 days, For 90 days or For 1 year.
Send the link: Copy link, Text, or email it (from your own mail app, or straight from Intralyn when email sending is set up for your account).
Choose Preview to see exactly what your customer sees.
What your customer sees
- Open invoices with balances and due dates.
- Quotes waiting for an answer, which they can accept or decline online.
- Payments and receipts, and their account statement.
- Upcoming appointments and your contact details, on your letterhead.
Turning it off
Choose Turn off page and old links stop working right away. A page also stops working if you archive the customer or its link reaches its end date.