Docs Category: How To Use Our Client Portal

How To Create And Manage Quotes On The Customer Portal Log in to the Customer Portal. If you are unsure on how to log in to the Customer Portal, please see this article. On the menu bar, click Billing and then click My Quotes The My Quotes page will appear If you have a quote you can view it here, however, if you’re wanting to create a quote select “Open New Ticket” and select sales department.                                                  Facebook

How To Manage And Pay Invoices On The Client Portal Viewing An Invoice Log in to the Client Portal. Or see this article. On the Top Menu, Click Billing followed by My Invoices Here you can see any invoices we have sent you. Click the invoice you require Here you can see what the invoice items and pricing     Paying An Invoice To pay the invoice click the “pay now” button in the top left. if you’re wanting to view the invoice then pay, click on the selected one. read through the invoice to check everything is okay and

How To Add Credit Or Debit Cards On The Client Portal Log in to the Client Portal. Or view this article. On the menu bar, Select billing followed by Payment Methods Press add a new credit card, you can also use this for adding a debit card. Type in your credit or debit card information. You can add a description so you know which card you have added. Use your current billing address or add a new address Press save changes.   Facebook | Twitter | Instagram | Youtube | Vimeo | Blog | Knowledge Base