The customer portal is where your customers see the invoices you’ve sent them, alongside any other business they deal with on Locally 360. They type their email, press Email me a link, and open the link. There’s no password.
What your customer does
- They go to portal.locally360.app.
- They type their email and press Email me a link.
- They open the link in that email. It works for 15 minutes.
- Under Invoices, they see each invoice with its amount and status, and Pay by card on any that’s unpaid.
What happens next
Each invoice sits under your business’s name. When your customer pays by card, the invoice shows as paid for you too. They can close their portal account at any time.
Questions
Do I need to set anything up?
No. Any invoice you issue to a customer's email shows in their portal.
Does my customer see the Locally 360 name?
In the portal, yes: it's run by Eveneer Solutions LLC, which provides Locally 360, and its footer says so. Your invoice emails and invoice pages carry your business name.