Overview
When your customers login you have the option to show or hide the billing tab and include customer specific notes.
Article Sections
Add Customer Specific Notes or Text to Customer Billing Tab
The Billing Tab
1. When you create new customers in Oases and give them access by creating a login, the Billing Tab will show by default in their portal.
2. If you wish to hide this page for Agency parents switch this off on the Details tab of the customer record.
Press Edit > Scroll down > Show Billing > Move Slider > Close.
Add Customer Specific Notes or Text to Customer Billing Tab
3. You can create text to show to customers on their billing tab when they login such as notes or policies etc. It can be different for every customer.
4. To add a note go to the customer record: Details > Edit > Billing Note.
5. Add your note.
6. The note will display to this customer on the billing tab of the customer portal when Show Details is pressed.
Customer Custom Reports
7. To view the status of this field in your records the Customer Custom Reports area includes a field of Billing Note. Used with a rule of is null or is not null you can view customers without notes or the notes.
Link To
SP04. Creating a Customer (Parent) Login Individually or in Bulk