How To: Use PaidToday Portals

Utilizing PaidToday Portals

Title:
How To: Use PaidToday Portals
Comments:
"It's so nice to have a way to see and track all my interactions with a business, I never miss payment's because I always know when they are due - Happy Customer"

Contents


    Log In Or Register Your Free Customer Account

    Directions:
    1. Option 1 - Log In or Register your free account via paidtoday.com
    2. Option 2 - Log In or Register your free account via a businesses website using their Powered By PaidToday customer portal login button.
    3. (NOTE: Your free user account works with all businesses that are using PaidTodays customer portal feature. So if you have created your free customer account already just log in using the same credentials for any businesses customer portals.)

    Log In Or Register Your Free Customer Account


    Open Invoices Tab

    Directions:
    1. Open Invoices tab on sidebar
    2. See all Invoices sent by vendors to you

    Open Invoices Tab

    View All Invoices List

    Directions:
    1. See a list of all the invoices vendors have sent to you

    View All Invoices List


    View All Projects Assigned To Me

    Directions:
    1. Open Projects tab on sidebar
    2. See Projects you've been added to by your vendors

    View All Projects Assigned To Me

    Choose A Project To View

    Directions:
    1. Select a project to view its details and actions

    Choose A Project To View

    View Project Actions Details

    Directions:
    1. Select an action to see its details

    View Project Actions Details


    View My Purchased Courses

    Directions:
    1. Open Courses tab on sidebar
    2. See your owned courses you have access to

    View My Purchased Courses

    View Course Material

    Directions:
    1. Click the graduation cap icon on the course you wish to study
    2. Or view the course in the marketplace by clicking the storefront icon

    View Course Material


    View My Messages With Vendors

    Directions:
    1. Open Messaging tab on sidebar
    2. See conversations between you and your vendors or send them a message
    3. Open a converstion by selecting it from the list and begin messaging them within the chat interface

    View My Messages With Vendors


    View All Activity Feed

    Directions:
    1. Open Activity tab on sidebar
    2. See the latest activity and updates related to you by your vendors.

    View All Activity Feed


    View My Calendar Events

    Directions:
    1. Open calendar tab on sidebar
    2. See events related to you between you and your vendors

    View My Portals Calendar


    View My Connected Vendors

    Directions:
    1. Open Vendors tab on side bar
    2. See a list of your business vendors that you are connected with

    View My Connected Vendors

    View A Business Vendors Details

    Directions:
    1. Click on the business vendor you wish to view

    View A Business Vendors Details

    View Invoices By This Vendor

    Directions:
    1. Open the invoices tab inside the vendor view

    View Invoices By This Vendor

    View Appointments With This Vendor

    Directions:
    1. Open the appointments tab inside the vendor view

    View Appointments With This Vendor

    See Appointment Details

    Directions:
    1. Click the appointment you wish to see the details for

    See Appointment Details