What customers see
What's in the customer portal: quotes and proofs, orders and tracking, invoices and online payment, requests and their account.
The portal shows a customer everything they have with your business, and nothing about anyone else. It works on a phone.
Home
Quick actions for Pay a bill, Request a quote, Quotes and My details, then their Balance due, quotes, orders, invoices and details.
Quotes and proofs
Each quote shows its status, such as Awaiting your approval, Approved or Changes requested. View quote opens the quote page, where the customer approves or declines it, reviews the proofs of their artwork and pays a deposit if you asked for one. See Artwork & proofs.
Orders and tracking
Each order shows the number of pieces, the date it's needed by, and where it is in simple words:
- Waiting for art approval
- Waiting for payment
- In production
- Ready for pickup
- Shipped
- Delivered
- On hold
Every package shipped with a SKUFlow label has a Track with link to the carrier. Anything you write in the order's Note for the customer (shown in their portal) shows here too. See Orders & production.
Invoices and payments
Invoices & payments lists their balance and every invoice you've sent. Opening an invoice shows its lines and payments, with Pay online when you take online payments, and Print or save as PDF for their records.
Requests
Request a quote lets the customer tell you what they need (products, quantities, colors, artwork, date needed), choose which of their addresses it ships to, and send it. It lands in your Requests.
Account
Customers can change their email and mobile number (with a code sent to the new one), update their billing address, and choose which emails and texts they get from you.
What customers never see
Your internal notes, costs and margins, staff contact details, other customers, and custom fields you haven't chosen to show customers.
Invoices and payments in the customer portal
Screenshot coming soon