Customer portal

The customer portal lets your customers' own people sign in and see their invoices: what they bought, what they still owe, what is overdue, and each invoice as a PDF. There is no online payment in the portal.

Invite someone

Open the customer and click Invite to portal. Enter the person's name and email.

• If your email is set up (see Email, WhatsApp and Telegram), they get an email with a link to choose their password.
• If it isn't, nothing is sent: Zanix shows you the link, and you send it to them yourself (for example on WhatsApp).

The link works once, for 7 days. Their password must be at least 10 characters. One email address belongs to one customer.

Signing in

They sign in at your company's address followed by /portal (for example acme.zanixtechnologies.com/portal). They only ever see that customer's submitted invoices, in any of your companies, never anyone else's, and they can't open the ERP.

Manage access

Selling → Customer Portal lists everyone who can use the portal, their customer, whether they've set a password, and when they last signed in.

• New link sends (or shows) a fresh invitation, for example when someone forgot their password.
• Disable stops them signing in at once; Enable lets them back in.