Wayne Higdon
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Wayne Higdon
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adding to the above: The customer should be able to log in to their portal at any time with a user name and password. The portal would have a history of past payments as well as the current unpaid invoices.
If the customer is also a QBO user, it would be great if this portal was integrated into their QBO vendor - so that a link in the Vendor Center for that vendor would jump you into the portal for that vendor.