Manage customer contacts and passwords

You can add additional contacts to a customer record so you can communicate with, and send invoices to more than one person for each customer.

You must have permissions to manage customers in order to manage customer contacts.

If you have a subscription free basic receivables account, you will need to upgrade to manage customer contacts.

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Add a new customer contact

  1. Select Customers in the navigation menu
  2. Select the customer name you are adding the contact to
  3. Select Contacts
  4. Select Add Contact
  5. Fill out the required fields
  6. Select Save

Add customer contact


Edit a customer contact

  1. Select Customers in the navigation menu
  2. Select the customer you are editing the contact for
  3. Select Contacts
  4. Select the more options dots ⋮ next to the contact to edit
  5. Select Edit
  6. Edit contact details
  7. Select Save

Edit or Delete customer contact


Delete a customer contact

  1. Select Customers in the navigation menu
  2. Select the customer the contact is being deleted from
  3. Select Contacts
  4. Select the more options dots ⋮
  5. Select Delete
  6. Select Yes to confirm

Note: the contact marked as "PC" is the primary contact based on the email address entered for the customer in their main profile. That contact cannot be edited from the contacts tab, or deleted, but if the PC email address need to be changed, edit the customer profile on the Details tab.

Edit or Delete customer contact


Restore a deleted customer contact

  1. Select Customers in the navigation menu
  2. Select the customer you are deleting the contact from
  3. Select Contacts
  4. Select the Active dropdown, select Inactive or all
  5. Select the more options dots ⋮ for the contact to reactivate
  6. Select Restore contact

Reset a customer contact's password

  1. Select Customers in the navigation menu
  2. Select the customer name
  3. Select more actions
  4. Select sub-customers
  5. Hover over customer details and select Contacts
  6. Select the contact's first name
  7. Select the key icon
  8. Under Change Password, check the box for Generate the temporary password automatically
  9. Select Change to reset the password

Your customer will get a password reset email and they can select their new password.

customer contact pw reset


Things to know

  • Because a login to the customer portal is created with every contact's email, no 2 contacts can have the same email address.