Your Dashboard
Dashboard has paynow button for all the outstanding invoices.
Also Dashboard has 3 major sections which includes:
Profile
Account Summary
Payment Methods
Fig 4.a Customer portal Dashboard
Account Summary Section:
This displays Account Balance.
Also displays Customer status.
We can get the accounts history as well like last Payment, Last Invoice and also Payment Plans.
Fig 4.b Customer portal Dashboard Account Summary section
Payment Methods:
Access "Payment Methods" to add or manage your preferred payment options.
Add a new credit card or update existing payment details.
Ensure your payment methods are accurate for smooth transactions.
Fig 4.c Customer portal Dashboard Payment Method section.
Profile
On profile Section you can see the Account Name address and contact details
On clicking the edit button you can check the company details, Profile details and Address section
You can edit the details if required.
Fig 4.d Customer portal Dashboard Profile section.
Fig 4.e Customer portal Dashboard Profile section edit page.