• Section: Customer Portal
  • Last updated: May 3, 2019, 5:46 p.m.

Changing Customer Login or Password

In order for a customer to pay an invoice, or access their account, they'll need to create an account under the Customer Center. If you send a customer an email with the customized URL to your checkout process, they'll be asked to sign in or sign up. If they haven't already signed up for account, they can do that by clicking Sign Up. If they've already signed up, they can enter their information and Sign In. 

If a customer has not yet signed up, you can send them an email with the Customer Center Login merge tag with the Set  Password Link merge tag, which will allow them to create a password so they can log into their account to pay open invoices, add/update a payment method, view their payment history, or change their contact information.