Web Portal

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.