Customer Portal
Help customers log in, approve quotes, pay invoices, and request service.
Common tasks in this section
Popular in this section
Invoice PaymentCustomer
Customer pays an invoice
Help a customer pay an invoice from the portal and understand what to check if the invoice still looks unpaid.
QuotesCustomer
Approve a quote
Help a customer open the quote, review the work, and approve it from the customer side.
Portal AccessCustomer
Log in to the customer portal
Help a customer sign in so they can view quotes, invoices, payments, and service requests.
Browse by topic
History
1 articleInvoice Payment
1 articlePayments
1 articlePortal Access
1 articleQuotes
1 articleService Requests
1 articleBest place to start
How to use this section well
Send customers the exact article they need instead of the homepage whenever possible.
- Use task-based articles first, then reference articles after the workflow is moving.
- Share specific article links with crews or customers instead of sending them to the homepage.
- Contact support if the live UI does not match the documented path.
Still need help?
Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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