Customer-facing portal

Provides your customers complete information about their accounts.

The customer-facing portal is designed to provide your customers complete information about their accounts. They can access historical data regarding invoices, payments, and entitlements.

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Coming soon

Work is in progress to add the following features to the customer portal:

  • reports
  • contracts
  • billing information
  • default payment methods
  • branding: logo and color options

Accessing customer portal

  • Use the left-side panel to navigate to the Customers page..
  • Click on the user you are interested in to move to the customer-details page.
  • Click on the kebab-menu located on the top-right corner, as shown in the image below.
  • Click on the View Customer Portal option to view the customer portal.

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Customer portal can be embedded in your website

To help your customers to login and access the customer portal from your website, you can embed the customer portal in your website using an API provided by Zenskar.

Customer portal features

Invoices

All the invoices associated with a customer are shown here with the following details: Invoice ID, Status, Invoice Total, Due Date, Amount Due, Billing Period, and Generated On.

Payments

Contains the history of transactions (for example, invoice payments, refunds).

Entitlements

Contains the list of entitlements associated with a customer.

  • Edit Profile
    Your customer can access their Profile page by clicking on the profile drop-down menu located at the top-right corner. They can view or edit their profile.