AlpacaRMS allows your customers to access their account to view and pay invoices, and to manage payment methods to add a card to Card on File (COF).
This is a feature that can be turned on in the Office Config > General tab:
This allows your customers to register for an account if you provide them the login URL.
The customer can type in their email and you will receive a request to allow access.
A confirmation pops up to the customer. They will also receive an email confirmation.
An email is sent to the site administrator:
As the administrator, you would go to the Customer list and click the radio button Customer Registration Request:
Click the pencil icon to the far right and approve the request by selecting Approved from the Status drop-down.
Once approved, the customer will receive an email with login credentials including URL, username and password. They will be prompted to change their password upon login.
Once logged in, the customer can view their invoices and their status, and pay any outstanding invoice.
To pay the invoices, the customer selects the invoice to pay and then clicks the Process Payment button and select COF, Manual Credit Card or Bitcoin:
Click the blue document icon to the right to open the invoice to view details:
To manage your Card on File, click the Manage Card on File button and make the necessary changes:
As a Store Administrator, you can also invite Customers to have Account Access.
From the Customer list, select the Customer and press Send Account Registration to the Customer:
You can also see if the Customer has access or has been sent access:
If you want to disable access for a client, go to the Customer list and click the Customer Registration Request toggle, then click the pencil icon to change the status to Disabled.