Manage customer access

This guide shows you how to manage your customer’s access to the Drypowder payment portal.

Invite

Scenario: A customer has not been invited to the Drypowder payment platform.

1. Choose your receivables account from the company dropdown.
2. Click Customers in navigation sidebar.
3. Open ... context menu for the account you wish to invite.
4. Click Invite

In the invite dialog, choose from existing customer contacts or fill in contact info yourself. Hit Send.

The customer will receive an email invite to register with Drypowder. After they register, they will see their invoices and can pay immediately.

Exclude

Scenario: Your customer is either invited or registered, and you need to disable portal access so they can’t view invoices, historical payments, or make payments.

1. Choose your receivables account from the company dropdown.
2. Click Customers in navigation sidebar
3. Open ... context menu
4. Click Disable Portal Access