Configure customer portal preferences for collections

The customer portal is where your customers can view all open invoices, past transactions, and account actions in real-time. From this portal, your customers can also create promise-to-pays and dispute transactions. You can configure a custom portal link and define additional preferences for your customer portal.  

1. Navigate to Settings -> Collections Management -> Customer Portal.
2. On the General tab, enter the portal details and URL.
3. On the Visual Customisation tab, add or edit the logos you want to use in the portal.
4. On the Preferences tab, specify the actions that portal uses are permitted to perform, and other preferences for auto assignment, user authentication, and email notifications.