Configuring Self Serve Client Portal 

Overview 

Receivables offers a seamless, secured, and customizable self serve client portal that allows your customers to easily access the information they need, and real-time data to identify the payment status, invoices, and issues promptly. It provides your customers a complete visibility of their account receivables data including invoices, account statements, collection activities, and make online payments.

With an intuitive interface of the client portal, customers are able to:

• View account receivables and collections details.
• View and manage all unpaid invoices.
• Make payment for invoices.
• Perform collection related activities on invoices such as raise issue and promise to pay.
• Generate account and ledger statements for a specific time period.

Configure the components of the client portal and provide access to the customer to view and manage their account receivables and real-time collection data.

Configuring components of Client Portal 

You can configure various components of client portal such as, receivables stats, reminder settings, data columns, invoice properties, and more.
To configure the components of the client portal, navigate to Settings > Configurations > Client Portal Settings.

The client portal settings allow you to configure and manage the client portal based on the two categories:

• Actions oriented configurations
• Data oriented configurations

Action oriented configurations 

Enabling customer actions in Client Portal 

The action oriented configurations allow your customers to see primary details of their account receivables and collections activities.

Using the configurations, you can enable/disable the following features in the client portal:

• Allow Account Statement Download: Enable this feature to allow customers to download the account statement in Excel/CSV and PDF.
• Allow Ledger Download: Enable this feature to allow customers to download the ledger statement from client portal.
• Allow Raise Issue: Enable this feature to allow customers to raise issue for their invoices, and other documents.

Data oriented configurations 

Showing Statistics in Client Portal 

Statistics in Receivables client portal displays the primary data about collections and account receivables specific to a customer. It helps customers to keep track of their payable amounts and account summary, including total outstanding amount, invoices, payments, and more. Enable this feature to allow your customers to view their account and financial summary in one place.

Using the Stats in Client Portal Settings, you can enable/disable the following statistics options:

• Show only open documents: Enable this feature to display the open invoices, and open debit notes.
• Show only docs in customer currency: Enable this option to show invoices/transactions in customer's currency only. If there are invoices in multiple currency, then enabling this option will show invoices that have customer's default currency.
• Show Outstanding stat: Enable this option to show the total outstanding amount in the statistics.
• Show Document Balance stat: Enable this option to show the total balance in the statistics.
• Show open invoices/debits stat: Enable this option to show the total pending balance from open invoices/debits in the statistics.
• Show unutilised credits stat: Enable this option to show the total unutilized credit that has not been utilised.
• Show invoice overdue stat: Enable this option to show the total overdue invoice amount in the statistics.
• Show payment unaccounted stat: Enable this option to show the total payment amount which is not adjusted against invoices.
• Show Net Overdue Amount stat: Enable this option to show the total net overdue amount in the statistics.

Configuring Client Portal access button 

The client portal access button gives your customer to access their client portal. As you use the {{clientPortalLink}} template variable in an email template, a client portal access button appears in the email reminder. The template variable is the placeholder that holds a call-to-action button to allow your customers to access the client portal and pay bills online.

The following sample email reminder display a button that allows customers to access their client portal and pay bills online.

You can also customize the text of the client portal access button from the reminder settings. To edit the text of client portal access button, follow these steps:

1. Navigate to Client Portal Settings > Reminder Settings.
2. Under the Reminder Settings, add the button name for the following buttons:
   • Add the client portal button name in the Client Portal Button Name textbox.
   • Add the client portal and payment button name in the Client Portal & Payment Button Name textbox.
3. Click Save.
   

Configuring Data Properties 

The data displayed in the client portal report contains the invoices and other account receivables information. Configuring the data properties of the client portal report enables your customer to view and understand their documents, invoices, credit notes, and debit notes in a particular order.

You can configure the following data properties in the client portal:

• Document Types: Select a specific document type from invoices, debit notes, credit notes, and payments which should be made visible in the client portal.
• Sort By: Select a default sorting order of the invoice/transactions table in the client portal.
  

Managing Data Columns of Invoice/transaction table 

The invoice/transaction table in client portal displays the invoices along with the collection data related to the customers. The table includes columns such as document types, balance, due date, discounts, and more. Managing the data columns allows you to show/hide specific columns of table in the client portal.
To manage the data columns of the table, follow these steps:

1. Login to Receivables.
2. Navigate to Settings > Configuration > Client Portal Settings.
3. In the Client Portal Settings page, under the Columns section, click Manage Columns.
4. In the Select Columns page, select the columns that you want to show or hide in the client portal invoice report.
5. Click Update.