How to use Customer Portal

1. Buy the add-on in Billing → Plan and enable it in Settings → Modules. Open Customer Portal and select the correct branch and customer.
2. Verify the customer’s email address, select the source sections to share, and create the access link. Copy and send the link through your usual communication channel.
3. The customer signs in with an email code. Only the selected customer’s shared records appear. Revoke the grant to end access immediately.
4. Eligible invoice payments require your configured Paymob connection. Bookings, rentals, subscriptions and projects are summaries; manage those records in their source modules.

Screens and tasks