Manage customer access

Title
Path
Page Type
Meta Title
Meta Description
Security & Privacy
Download Payments File
ECI: Load credit memos
/ar/eci/credit-memos
Getting Started: Accounts Receivables
/get-started/receivables
Use Drypowder
/use-drypowder
Drypowder Blog
/blog
Blog
Setup payment method
/ap/payment
Manage customer access
/ar/customer
ECI Spruce
/ar/eci
Setup your payment processor account
/ar/payment-processor
Accounts Receivable
/ar
Accounts Payable
/ap
What is Drypowder?
/what-is-drypowder
Use credit memos
/ap/credit-memo
Pay invoices
/ap/pay-invoices
Cancel payment
/ar/cancel-payment
Glossary
/glossary
ECI: Payment entry
/ar/eci/payment-entry
Start Here
/
Static Page
Documentation template for Notion
Template suitable for Product documentation, Helpdesk documentation, Knowledge base using Notion
Getting Started: Accounts Payables
/get-started/payables
Usage guide for Docuflow template
 
 
Guide

Manage customer access

This guide shows you how to manage your customer’s access to the Drypowder portal

Invite

Scenario: A customer has not been invited to the Drypowder payment platform.
  1. Choose your receivables account from the company dropdown.
  1. Click Customers in navigation sidebar
  1. Open ... context menu
  1. Click Invite
 
notion image
 
In the invite dialog, choose from existing customer contacts or fill in contact info yourself. Hit Send.
 
The customer will receive an email invite to register with Drypowder. After they register, they will see their invoices and can pay immediately.

Exclude

Scenario: Your customer is either invited or registered, and you need to disable portal access so they can’t view invoices, historical payments, or make payments.
  1. Choose your receivables account from the company dropdown.
  1. Click Customers in navigation sidebar
  1. Open ... context menu
  1. Click Disable Portal Access
      2. notion image