Client Profile provides your clients with the demographics, payment methods, passwords, and contact information you have entered for them. Client profile information is originally entered in the Client Manager. View Profile Clicking...
Billing & Services provides your clients online access to their invoices, services, tax exemptions, credits, orders and quotes. View Invoices Clicking View Invoice opens the View Invoices page. Based on the selected view criteria...
Domain Management gives a client access to their domain information from the Client Portal. List Domains Go to Domain Management > List Domains to open the View Domains page. Use View to choose which domains to show: Current Domains (not yet...
When you need to cancel a client’s account, choose from the following methods based on your goals: • Set an End Date for the Service Use this if you want the service to continue billing until a future date. After the end date, Ubersmith...