Financials
Customer Portal
Give your customers a self-service portal to view and pay online.
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Branding and white-label
The portal is fully white-labeled. Your customers should see your brand, not ours. Out of the box, the portal renders neutrally (no LandscapingSoftware…
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Customer Portal Overview (Customer Portal)
The Customer Portal is a branded, self-service website where your customers (the homeowners and businesses you service) can sign in to view their invoices…
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How to reset your portal password
You sign in to your service provider's customer portal with your email and a password. This page walks through every flavor of "I can't get in" — and how…
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Inviting Customers to the Portal (Customer Portal)
Portal access is granted one customer at a time from that customer's record. There's no public sign-up — you turn access on and send the customer a…
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Portal Payments and Documents (Customer Portal)
Once your portal is live, customers can pay invoices online, approve estimates, and view documents and photos you've shared. This article covers the…
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Portal troubleshooting
The common ones first, with the fix you can apply yourself.
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Security and privacy
This page is for merchants who want to understand how the portal is built to protect their data and their customers'. It's intentionally non-technical at…
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Set Up the Customer Portal (Customer Portal)
This article walks through switching the Customer Portal on for the first time: enable it, pick your URL, connect Stripe so customers can pay, add your…
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Set up your Customer Portal
This is the operator's end-to-end checklist for turning on the portal for the first time. Plan about 15 minutes — Stripe onboarding is the longest step and…
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Stripe Connect — what it is and how it works
To accept online card and bank payments through your customer portal, you connect a Stripe account. We use Stripe Connect Standard, which means you have…
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Welcome to your Customer Portal
Your landscaper uses an online portal so you can see your invoices, pay online, and review estimates whenever it's convenient — no phone tag, no waiting…
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