Setting up the portal

  1. Select Receivables > Administration > Customer Group.
  2. Open a customer group.
  3. On the Main tab, in the Rules section, select the Use Billing Receivables Portal check box. The portal setup tabs are displayed.
  4. On the Portal Setup tab, specify this information:
    Terms And Conditions
    Specify the terms and conditions that customer representatives must agree to before they can register to use the Billing and Receivables Portal. The terms and conditions are displayed when a customer representative opens the registration link.
    Tax ID Format
    Select the format of the tax ID that is entered during portal registration. The tax ID is used to help match the company customer to the customer representative. A tax ID with no delimiter must be nine digits. The tax ID format with a delimiter is nn-nnnnnnn. The social security number format is nnn-nn-nnnn.
    Email Help Link
    Optionally, specify an email help link such as http://www.gmail.com. The link is provided on the portal so that customers can set up a new email address.
    Terms And Conditions
    Specify a message that shows on the Terms And Conditions tab during the request access process.
    Contact Information
    Specify a message that shows on the Contact Information tab during the request access process.
    Company Information
    Specify a message that shows on the Company Information tab during the request access process.
    Questions
    Specify a message that shows on the Questions tab during the request access process.
    Incomplete Summary
    Specify a message that shows on the Status tab if the access request is incomplete.
    Complete Summary
    Specify a message that shows on the Status tab if the access request is complete.
    Contact Information
    Specify a message that shows when contact information is updated.
    Additional Contact
    Specify a message that shows for the primary customer representative when a secondary customer representative is added.
  5. Click Save.