You can customize the features your customers can access from within their customer portal.
Step 1
Navgate Control Panel > Customer Portal > Default Settings
Note: The default settings selected will be applied to any new customers brought into the system.
- Display Invoice with Parent (displays sub customer invoice with their parent customer)
- Allow Customer to Edit Profile
- Allow Customer to Edit Stored Card
- Allow Customer to Change their Auto-Pay Settings
- Receive Notifications on Customer Edits
Step 2
If you want to change a current setting for all existing customers click Update settings for all customers.
- Select the Setting Name
- Select the settings Value (whether you want it to be on or off)
- Click Set value to all customers
