Customizing your customer portals
All configuration & customization options are grouped under your organization’s Settings > Customer portal section. You can view any change made using the “Save & View” button at the top right, which will take you to a sample portal:
Display options
These options determine both the look & feel of your Upflow portals, as well as functionalities you can make available to your customers.Your contact information
Start by inputting useful contact information in the Email & Phone Number fields, as well as upload any Shared Document you want to make available to all of your customers (e.g. a W9 form you keep getting requests for over email) so they become clearly accessible on your portals:
- Enter an email address and/or phone number for them to contact you.
- Select or drop a file for them to download, such as your W9 form.
Portal features - organization level
Finally, decide if you want to allow your customers to do the following via their portals by toggling options on or off:- Raise Disputes (more details here).
- Set a Promise to Pay (more details here).
- Download an Account Statement
- Download an outstanding balance statement
- Activate Autopay for new customers
- Hide future invoices from the portal
Portal features - Customer level
From the Customer details page, under:
- Autopay
- Late fees (NetSuite integration only)
- their Customer portal
Customization
To provide a consistent and on-brand experience, head over to the White label section next and input your company color palette for both Primary & Banner elements of the portal. You can either input the exact hexadecimal value for each color, or click on the color icon to pick the closest match:
Branded notifications
By default, useful payments-related notifications from your organization’s customer portals are sent from no-reply@upflow.io. Make sure you create & select an appropriate alias to send those from an email you own and recognizable by your customers: