PlanIt EPOS · Customer Portal

Messages from customers through the portal

This guide is awaiting review — the steps may change.

What does this do?

Customers can send a short message to the shop from inside the portal, and the portal writes a message for them when they report a bank transfer or pay by card. Messages are kept against the customer's account.

How to use it

  1. What your customer does: they open Messages in the portal. Earlier messages appear as a conversation.
  2. They type in the Message the trade counter… box and press Send (or press Enter).
  3. The portal also adds a message on their behalf when they press I've made a payment ("Customer reports bank transfer of £…") and when a card payment goes through.
  4. Messages are stored against the customer's portal account. The till does not have a screen for reading them yet, so for anything urgent ask customers to phone or email the shop as well.
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Related guides

Choose which portal sections a customer can see

Each portal login has its own list of sections. You can hide any of them for one customer, lock the login temporarily or switch it off completely, all from their trade account on the till.

Customer Portal

How customers pay an invoice online

Customers can pay one invoice, the whole balance or any amount by card, or see your bank details for a transfer. What they are offered depends on what you have switched on under Customer payments.

Customer Portal

Add a note or follow-up to a customer

Notes keep a dated record of what was said. Follow-ups are the same but with a due date, and they show up on the till the day they are due so nobody forgets to ring back.

CRM & Customers

See everything about one customer in one place

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

CRM & Customers

Give a customer a portal login

The customer portal lets an account customer see their quotes, invoices, orders and statement online and pay you. Create the login from their account and the welcome email goes out for you.

Trade Accounts

Documents, orders, payments and statements in the portal

The portal answers the questions trade customers ring you about: what did I order, has it arrived, what have I paid, and can I have a statement. All of it comes from the till, so there is nothing for you to send.

Customer Portal
Questions this guide answers
  • Can customers message me through the portal?
  • Where do portal messages go?
  • What is the Messages section in the portal?

Last updated 2026-09-03 · Direct link for this feature