The Home Page serves as the central dashboard for your portal. Your central hub for securely managing payments, clients, and files. Below is the breakdown of each section to help you navigate and utilize its features effectively.
The Home section provides a quick overview of your account activity and key shortcuts, including:
- Invoices to Pay - Easily access and settle outstanding invoices.
- Client Count - View the total number of clients linked to your account.
- Files - Quickly access stored documents for easy reference.
A centralized location to browse and manage all files stored within the Vault. When applicable, you can upload, organize, and retrieve documents related to your transactions and clients.
When applicable, this section houses important shared documents, such as agreements, policies, or other reference materials that you or your clients may need access to.
View and manage your client database, including contact details, stored payment methods, and transaction history. This section allows you to update client information and track interactions.
To view a list of your clients, visit the direct link below:
Monitor and manage authorized users within each client's account. This helps your business track access permissions and ensure the right individuals can manage payment details or invoices.
Track, review, and process invoices. This section allows you to:
- View outstanding and paid invoices
- Set up automatic payments
- Download invoice copies for record-keeping
Access detailed financial statements, including transaction summaries and payment history. This section helps with reconciliation and financial planning.
This section helps you stay informed without being overwhelmed by unnecessary alerts. By utilizing this section, you can efficiently manage your financial data while ensuring security and convenience. Customize your account notification settings, including:
Control how and when you receive alerts related to:
Method of Notifications - Email or SMS
