Customer portal

The erplain customer portal can give your customers access to their invoices. From there, they can open and download their PDF invoices.

To give them access to the erplain portal, open their customer profile and click on "Give the customer access to the portal":

Type their email address. They will receive an email from erplain with their password:

Once connected to the portal, your customers will be able to open their invoices:

They can also download them with the download button:

You can remove the access to the portal at any time. Simply open the customer profile and click on "Remove access to the portal":

We will be adding more features to this portal in the next few months.

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