Customer portal

Goal

Sign in as a customer contact to review your invoices, orders, statement, and (when enabled) quotes, projects, support tickets, help articles, surveys, and payslips.

Who it is for

Customer portal users invited on a customer party. Staff configure visibility under Customer portal setup (customer_portal.admin). Module customer_portal must be on.

Preconditions

• Active portal invite accepted (or existing active portal user).
• Correct Workspace slug for the tenant.
• Features you need are enabled in customer portal settings (show_invoices, show_orders, …) and any nested modules (e.g. support for tickets).

Steps — sign in

1. Open /portal/login.
2. Enter Workspace, email, and password.
3. Optional: Forgot password? → enter workspace + email → check email for reset (link TTL ~2 hours).
4. After invite email: open /portal/accept, set password, then sign in.

Steps — daily use

1. Land on Dashboard — My Work (open invoices / open tickets when providers apply), quick links, recent documents.
2. Finance
   • Invoices — posted sales invoices and credit notes for your party; open a row for lines, totals, balance due, attachments.
   • Orders — sales orders scoped to your party.
   • Quotes — when module sales is enabled and quotes are shown.
   • Statement — AR receivables statement as of a date.
3. Work (when enabled)
   • Projects — client-visible projects and discussions.
   • Payslips — with payroll_integration; use Download payslip when available.
4. Support (when enabled)
   • Support tickets — list, open, Send reply; New ticket when allow_ticket_create is on.
   • Help articles / Surveys — with knowledge_base; Submit survey records your response.
5. User menu → Settings — change password. Sign out clears the portal session.

Result

You can track what you owe, open documents, raise or follow tickets, and download payslips — all limited to your customer party. Creating or posting ERP sales documents remains a staff action.

Hard stops

• Feature toggled off → 422 (feature_disabled); nav item may also be hidden via /portal/me modules.
• Ticket create disabled → 422 (ticket_create_disabled).
• Disabled portal user / invalid scope → 403.
• Online payments and quote acceptance may appear in staff setup toggles (allow_payments, allow_quote_accept) but are not exposed as portal shopper checkout here — pay staff-issued invoices through the usual AR process unless your tenant ships a separate payment integration.

Related

• Portals index
• Supplier portal
• Customer portal setup
• Sales invoices overview