The Web Portal is where your customers will interact with various iPoint elements. Currently, your customers can perform the following actions here:
- Web Invoices – with the appropriate link, your customer can pay online and payment will automatically appear in iPoint.
- Enter Stored Payment Methods – this is where customers can enter the payment methods they use when paying your invoices.
- E-Signatures – where customers can approve and electronically sign proposals and change orders.
iPoint Version: 10.0205
Last modified: 19 Feb 2021
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