In Erpisto, the Client Portal is a dedicated location where your customers can view and control all of their transactions. It gives them more control over tasks like accepting estimates and paying payments from a single location.
Once you set up the client portal, you’ll be able to:
- Work on estimates with customers and have them authorised.
- Check to see if a customer has viewed your invoice.
- Allow clients to pay all of their invoices in one spot.
- Before you invoice your time entries, make sure they’re approved.
- Get feedback from your customers on your company.
- Interact with customers in real-time through comments.
