> ## Documentation Index > Fetch the complete documentation index at: https://docs.upflow.io/llms.txt > Use this file to discover all available pages before exploring further. # Customer portal > Set up your Upflow customer portal with branding, contact details, dispute and promise-to-pay options to give customers self-service access to invoices. Whenever a new Customer is imported on your organization, Upflow automatically generates a dedicated "customer portal" link. ## Customizing your customer portals All configuration & customization options are grouped under your organization's [Settings > Customer portal section](https://app.upflow.io/organization/-/settings/customer-portal). 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: Animation showing how to fill in contact information and upload shared documents on the customer portal To add this information to your customers portals, head to your Settings > Customer portal here: * 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](/en-us/core-entities/invoices/invoice-disputes)). * Set a **Promise to Pay** ([more details here](/en-us/core-entities/invoices/promise-to-pay)). * 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: You can enable/disable * 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](mailto:no-reply@upflow.io). Make sure you create & select [an appropriate alias](/en-us/collection-and-collaboration/workflows-customize-your-collection/aliases) to send those from an email you own and recognizable by your customers: *(Don't forget to click **Save** at the bottom of the page once done!)*