Project # 2 – Customer Portal Required
We wish to have our customers login from our existing website to a secure “online portal” where they can do the following:
• View historical invoices generated from your billing platform, in both .pdf and .xls version
• Make a one-time payment to their account and have that payment reflected in QB
• Update their billing contact details which will in turn send us an email to notify us of the change and then we can enter it in SF
Please ask me whatever questions you feel are necessary in order to properly spec out this project via PM.