PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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  1. Inviting customers to your Billing portal

Inviting customers manually

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Last updated 5 years ago

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Inviting Selected customers

Step 1 : Select the customers you would like to invite and click on "Invite selected customers" button

Step 2 : Selecting the credentials pattern

  1. Generate Username From : Specify what the login id for the customer should be

  2. Generate Password From : Select how the password should be formed from the list of possible patterns.

For Eg : Selecting "Random" for Generate Password will generate a random 6 digit alphanumeric value as password.

Step 3 : Select to which email id the invite should be sent . You can either chose to send the invite to the Customers email id or to Another email id of your choice . If you click on Another email id, you will be able to specify the email id to which the invite should be sent.

Tip : You may use the "Another Email ID" option to provide your own email id so that you can receive the credentials in your Email Id to test out the service by logging in as a customer.

Step 4: Once you click on Send Invitation . You will get a confirmation that the invitations have been sent.All your customers will get an invite with the credentials and the link to login to the portal.

Please note : Customers who doesn't have selected the credential information ( for eg : Customer phone no ) available in our database will not receive their login credential.To fix the same you may provide the information through your Accounting Software linked to PayorCRM.The same will be synced to your PayorCRM account after which you may create the login.

To check if a customer already has at-least one login ID , Check the column " Has Login" in the customers view.If this value is set to true , it means that the customer has already been invited.A customer who has already been invited cannot be invited again.

Inviting all customers

To invite all customers , Click on "Invite all customers" button and follow the same procedure as above.

Please note that sending invites to more than a 1000 customers may take upto 2 hours. The "Has login " column may take time to update in that case even if the application may confirm that invites may have been sent . Please refrain from inviting using "Invite All Button" again until after a few hours.

Customer Invite Email

All your customers once invited will get a mail that looks like below.They will then be able to login to the App and view invoices raised by you and Pay.

Click on this button to invite all customers