Companies
How to videos on Companies and Customer portal.
By Jonathan1 author3 articles
- VIDEO - Show Invoices and Credit notes on the Customer portalThe customer portal gets a new Invoices tab where your customers can view and download their own invoices and credit notes, including the per-line charge breakdown and the PDF.
- VIDEO - How to create orders from templates via the customer portalTemplates solve the recurring task Booking a the same route over and over on the customer portal. As a portal user, pick a template for standard routes and create an…
- VIDEO - How to grant general access to the Customer portal, as well as access to live Trip times and Order exports?Through the Customer portal, customers can see accurate trip times and export data themselves in a single click. Before you can grant access to trip times and order exports, general…