Creating links

Use this procedure to create a list of links to show on the Links and Attachments tab of the Billing and Receivables Portal.

To add links to a customer group, the Use Billing Receivables Portal check box must be selected for the customer group.

  1. Select Customer Group.
  2. Open a customer group.
  3. On the Portal Links tab, click Create.
  4. Specify the display order, a link, and whether to display the link for anonymous users.
  5. Click Save.