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Client Portal

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  • Why are my emailed invoices showing as unopened - when I know they were?
  • Should I be utilizing online payments?
  • Invoicing and Portal Update
  • Client Portal Introduction
  • How do I setup & use the Client Portal?
  • How do I convert my personal PayPal account to a business account?
  • Do Clients Need To Create A Portal Login?
  • How Can Clients See Their Invoice Balance In The Client Portal?
  • How Can Clients View Their Account History?
  • Can ACH Payments Be Accepted?
  • ACH Setup with Stripe through the Client Portal
  • Invoice Link Expiration
  • Can I automatically send Invoice Emails?
  • How do I send invoices to multiple email addresses?
  • Can I see if my client opened their invoice email?
  • Email Domain Verification
  • Can I charge a processing fee or surcharge when my client pays through the portal?
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