PayorCRM Guide
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Introduction
Connecting PayorCRM to your Accounting Software
Setting up payments
Setting up Invoice reminders
Setting up Automated statements
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
Quick Video Tutorial
Inviting customers automatically
Inviting customers manually
Manual Collections
API integration
How customers pay you
Branded Customer portal
Miscellaneous
Advanced settings
FAQ
Email Payment Link Errors
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Inviting customers to your Billing portal
To allow your customers to login to your billing portal and view invoices/pay invoices , You will need to first invite them .There are two ways to invite customers.
1 .
Inviting customers automatically
2 .
Inviting customers manually
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Setting up Auto/Recurring payments
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Quick Video Tutorial
Last modified
2yr ago
