How to manage customer portal settings

To manage customer portal settings, Sign in to your Now Commerce administrator account, go to Settings > Sales Rep and Customer Accounts > Manage Customer Portal Settings.

Customer Portal Settings

Show Price Lists
If you have a price list, checking this box will make it available to the customers selected in the form’s audience.

Show Order Forms
If you have an order form, checking this box will make it available to the customers selected in the form’s audience.

Show Pending Orders
Turning on this menu will show pending orders and open sales orders. If you also select “Include Estimates”, customers will see active estimates with pending orders and open sales orders.

Show Invoices
Allows customers to see their complete invoice history. If you have a PayPal account, you can enter your Secure Merchant Account ID to allow customers to pay invoices through PayPal.

Show Payments and Credits
Allows customers to see their Payments and Credits.

Customer Message (displays on the Customer Home page)
Enter the message you want your customers to see and click “Update Message”.

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Posted in FAQ