Want to give your customers more control and save yourself some admin time? The Customer Portal is a secure website linked to your Helcim account where your customers can log in anytime to manage their own information, view their history with your business, and even pay outstanding invoices.
Enabling the portal empowers your customers and frees you up from chasing down payments or billing information.
In this article
What can customers do in the Customer Portal?
Once enabled, your customers can log into their portal to:
View their order and invoice history.
Pay outstanding invoices.
Update their contact details, billing address, and shipping addresses.
Add new credit cards or delete existing saved cards.
Add new bank accounts (they cannot delete saved bank accounts).
Use the Quick Order button to jump to your Online Checkout (if applicable) while staying logged in.
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Example: editing payment methods in the Customer Portal.
Setting up and customizing the Customer Portal
This section covers enabling the portal and adjusting its settings to fit your business needs.
Enabling the portal
Getting the portal running is simple:
Open the All Tools menu, and then select Customers.
Click the Gear Icon (Settings) in the top right corner of the Customer List page.
Toggle the switch for Enable customer portal to ON.
Click on Customer portal settings to customize options.
Viewing your portal link
The first tab shows your portal's domain name and URL. Click on the Copy icon next to ‘Share customer portal link’ to share the portal with your customers.
| If you’d like to update this domain name, please contact our Support team. |
Customer information requirements
Under the Customer information tab, you can control how customers interact with their profiles:
Enable account creation: Toggle this ON if you want customers to be able to sign up for portal access themselves directly from the portal login page. If OFF, only customers you invite can log in.
Configure required information: Check the boxes for any details you want customers to provide when they create an account or update their profile (e.g. require Billing Details, Shipping Details, Credit Card, or ACH Information).
Allow modification: Check this box if you want to allow your customer to modify their personal information after creating an account.
Configuring payment methods
Decide how customers manage their payment details within the portal:
Require card on file: Check this box to require customers to have at least one card saved to proceed through certain checkouts.
Send card expiry emails: Check this box to automatically notify customers when their saved card is nearing expiration.
Allow card add/remove: Check this box to let customers add new cards and remove existing ones. (Note: They cannot edit existing card details).
Allow bank account add: Check this box to let customers add new bank accounts. (Note: Customers cannot remove bank accounts themselves via the portal).
| Reminder: customers won’t be able to modify any saved credit card information, as per PCI rules. However, they will have the ability to add new credit cards if you’ve allowed modification. |
Customizing the portal theme
Want the portal to match your branding? Under the Theme Designer tab, select your desired brand color for the portal interface, and upload a logo.
Managing access to the Customer Portal
Control who can access the portal and how.
Sharing the portal and inviting customers
There are two main ways to give customers access:
Share the URL: If you have Enable account creation turned on, you can simply share the portal URL and customers can sign up themselves.
Send an Activation Email: Invite specific customers (new or existing).
Go to the customer's profile (Customers > Customer List).
Click the Actions button in the top right.
Select Send Activation Email.
Confirm the action. This sends the customer an email with a link and a temporary password, prompting them to log in and set their own password.
Locking or unlocking customer portal access
Need to control a specific customer's access? Use the Actions menu on their individual customer profile:
Lock Account: Prevents the customer from logging into the portal.
Reset Password and Unlock: Unlocks a locked account and sends the customer a password reset email, allowing them to regain access.
Viewing Customer Portal access logs
Curious about who's logging into your portal? You can find basic login activity under the portal settings.
Navigate to Customers > Gear Icon > Customer portal settings.
Click on the Logs tab.
Here you can view recent login attempts, including success/failure status, IP address, date, and customer code.
Next steps
Learn how to manage your customer’s payment details from your Helcim account: Manage customer credit cards (Card Vault) or Manage customer bank accounts (ACH/PAD).
Go back to the main overview of customer management: Managing your customers.
FAQs
Can I customize the Customer Portal more than just the color?
Currently, the main customization options are the theme color and your business logo in the Theme Designer tab. Other layout and functional elements are standardized.
What if a customer forgets their password?
You can use the Reset Password and Unlock action on their customer profile to send them a reset link. The portal login page also has a "Forgot Password?" link for customers to initiate the reset themselves.
Do I have to let customers create their own accounts?
No. If you prefer to only invite specific customers, keep the Enable account creation toggle turned off in the Customer Portal settings.
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