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Inviting Customers to the Portal in Centime

Learn how to set up and invite customers to Centime’s Customer Portal to provide secure, transparent access to unpaid and paid invoices.

🔐 Required Permission: Receivables > Assign workflows, invite to the Customer Portal, and enroll in Autopay

🌐 Intro to the Customer Portal

The Customer Portal provides your customers with secure, real-time access to view both unpaid and paid invoices — all in one place.

  • Customers can access the portal whether or not you have activated CentimePay.

  • The portal offers full visibility into outstanding balances, historical payments, and invoice details, promoting transparency and self-service.

🛠️ Set Up the Customer Portal Invitation Template

Before inviting customers:

  1. Navigate to Settings > Receivables > General Settings > Default Email Templates.

  2. Edit or create your Customer Email template.

This ensures your invitation messaging is customized and branded appropriately.

✉️ Inviting Customers to the Portal

  • Navigation: Manage Receivables > Customers tab > Click on the Customer Email action and then select the customers you want to send this email to.

  • You will have the option to edit this email before sending. 

  • Invitations are sent automatically to all customer contacts marked as Communication Contacts. 

📌 Important:
If you use Hierarchies or Projects, only customers designated as Bill To will be eligible to receive portal invitations.