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Customer Portal

The Customer Portal is a branded mini-site for your customers — a separate, login-protected space where they can view their invoices, pay online, and check their account with you. It has nothing to do with the help articles you're reading right now; think of it as a small storefront/account-management site that lives at its own web address and carries your business's own branding, not MyBooks'.

This article explains how to turn it on and configure it. Only Admin users can change these settings.

Turning On the Customer Portal​

  1. Go to Settings > Customer Portal.
  2. Toggle Enable Customer Portal to ON.
  3. Fill in the portal's details:
    • Portal URL Slug — the web address your customers will use to reach the portal (e.g. acme-corp). This is included in the portal link customers receive.
    • Brand Color — sets the portal's accent color to match your branding.
    • Logo URL — the logo shown on the portal pages.
    • Payment Gateway — choose None, Stripe, or Razorpay to let customers pay their invoices online through the portal. This is configured separately from the payment gateway you use elsewhere in MyBooks.
  4. Toggle Show Shop / Ordering on if you want customers to browse your item catalog and place orders directly through the portal.
  5. Click Save Changes.

Public Business Profile​

Further down the same settings page is a separate option, Make Profile Public. Turning this on publishes a standalone public page with your business name, logo, and a short Business Description — visible to anyone with the link, without requiring a customer login. Use this if you just want a simple public-facing profile, independent of the invoice/payment portal.

What Your Customers Will See​

Once the portal is enabled, here's what a customer can do:

  • Log in to the portal with their email address — they receive a one-time code by email instead of needing a password.
  • View their invoices, with filters by date range and status (Unpaid, Partial, Paid, Overdue).
  • Pay an invoice online through whichever payment gateway you configured.
  • View their account statement — a running list of transactions and their closing balance with your business.
  • See their order history, if they've placed orders through the portal.
  • Browse your catalog and place new orders, if you've turned on Show Shop / Ordering.
  • View your public business profile page, if you've made it public — no login required for this part.

Customers never see or interact with your internal MyBooks account — the portal only exposes what you've explicitly enabled for them.