Customer Portal
Give customers self-service — track orders, view statements, pay online, and book appointments — reducing inbound support.
Updated May 3, 2026
The Customer Portal lets your clients help themselves — see orders and invoices, pay online, pull statements, and book appointments — which cuts inbound calls and speeds up collections.
Enable the portal
- Go to XO Sales → Portal → Settings.
- Turn on the modules you want exposed: orders, invoices/payments, statements, appointments.
- Set permissions for what each client can see and do.
Invite clients
- From a client’s file, click Invite to portal.
- The client receives a secure link to set up access.
- Sub-client/branch logins can be scoped to their own data.
📷 Screenshot: the customer portal home with orders and an outstanding invoice.
What customers can do
- Track orders and delivery status.
- View & pay invoices online (links to Commerce → Payments gateways).
- Download statements.
- Self-book appointments (syncs with CRM).
Best practices
- Expose online payment to shorten your collection cycle.
- Scope permissions carefully for multi-branch customers.
- Point statement emails at the portal so clients self-serve history.
Troubleshooting
- Client can’t log in. Re-send the invite; confirm the contact email on the client file.
- Invoice not visible. It may be a draft — only issued invoices appear.