What your customers see in the portal

How to use it

1. Give the customer a login from their trade account on the till (see Give a customer a portal login). They receive a welcome email and set a password.
2. What your customer does: they open portal.planitflooring.com, enter their email and password and press Sign in.
3. They land on the Dashboard: current balance, available credit, anything overdue, this month's spend and recent activity, with quick buttons for Pay balance, View invoices, Download statement and Request a return.
4. The menu down the side (or the tab bar on a phone) lists Account, Invoices, Statements, Orders, Quotes, Payments, Documents, History, Returns and Messages. You choose which of these each customer can see.
5. The bell at the top shows notifications such as a payment received; Mark all read clears them. Sign out is at the bottom of the menu.