Using the Customer Portal

When a customer logs in to the portal, they will be directed to the home page which lists their balance and their information as it appears in your Method account.

For more information on how to access the portal, please see our section Providing Access to Customer Portals.

Home

When the customer logs in, they will be taken to the Home Page.

At the top is a menu which allows them to view their Recent Transactions and to sign out.

If there are other contacts associated with this Customer, the client can view all of them via the My Other Contacts button menu option. You can find this by clicking the down arrow to expand the button menu of Edit Profile Details. 

From there, they will be presented with a list of all the contacts with the option to edit them as well.

Editing Contact

If they wish to change their contact info as displayed, they can do so by clicking on the Edit Info link. They can make a number of changes to their information including:

  • Their contact photo
  • Opting out of Marketing and/or Billing emails
  • Their contact details
  • Their Social Media links
  • Their Billing and Shipping Address


Recent Transactions

This page will show all the transactions the customer has with your company. By default, any due and outstanding transactions will be listed in the grid, however, they can change the filter view to show all of their transactions (shown below).

The customer can also pay their invoices from their portal, as long as you have set it up within Method. For more information, please see Setting up Paypal Credit Card Payment Gateway.

On this screen, you can filter your transactions between All Transactions and Due or Outstanding  transactions. There is also a search bar to find a particular transaction within the chosen filter.

By selecting a transaction on the grid, you can view it in greater detail, and choose to print and/or pay it if a Payment Gateway has been set up.

Cases

On the Home page, a client will find Cases, or support requests, they have opened with your company. They can create new cases which will appear in the Cases App and its origin will be from the Web.

A client can also view all their cases with the Case History link, which will take them to a new screen. 

The grid has three filters to choose from: Active Cases, Closed Cases, and All Cases. Again, the client can use the search bar to search for a particular case within the chosen filter.

A client can view each individual case in the grid by selecting it. From there, they can choose to comment on the case, which will show up as a closed activity within the Cases App. A corresponding follow-up to that activity will be created to remind you this comment needs to be addressed.

The client can also close a case from their portal.


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