Accessing Customer Public Profile

A customer's public profile is where they can see all of their quotes and invoices and where their order is in the workflow- all on their own time. If a customer is requesting a run down of their orders, you can:

Go to 'Customers'>Find the customer you are searching for>Click their profile>Click Public Profile

save imageOnce on the Public Profile, you can share the url with the customer.

 

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