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Customer Portal Login Help Videos

Customer Portal Help Video: OVERVIEW
(Less than 5 minutes)

Updated: May 16, 2020

The "How to Use Our New Customer Portal" is a 23-page step-by-step help guide (in Adobe PDF format) which provides visual and textual information explaining how to login to the Customer Portal.

The help guide includes the following sections which can be downloaded separately below. Click on the + sign to display a separate PDF section. Some sections have videos as well.

 

Welcome

New Features and Benefits

How Will I Get My Invoices?

How Do I Login to the Customer Portal?

How Do I Make a Payment on an Open Invoice Online?

What If I Don't Want to Pay Online?

What is the Dashboard?

What is a Customer Payment Profile?

What is an e-Check?

What is Auto-Pay?

What is a Customer Transaction?

What is a Customer Open Balance?

What is a Sales Order/Estimate?

What is a Task?

What is a HUB (Document Storage)?

How Do I Add Users to My Account?

How Do Generate a Monthly Statement Report?

How Do I Submit a Support Ticket?

What is a Discussion?

Happiness Rating

Customer Service Associates and Phone Extension Directory







Included in all incorporating services:

  • Company Name Check Verification & Availability
  • Preparation & Filing of Articles of Formation
  • Same Business Day Processing
  • Registered Agent (1st Year FREE)
  • Email Reminders & Alerts
  • Lifetime Customer Support



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