Adding Contacts and Payment Methods

Before assigning roles in the Modern Customer Portal, you—if you’re an authorized portal user—may need to perform these setup steps:

  • Adding contact records for employees who will use the portal, if these don’t already exist. (You can add contacts at any time.)
  • Entering your company’s payment methods. Portal users can also add payment methods while paying sales orders and invoices.

In this chapter, you’ll learn how to perform both of these tasks.

Important:

This functionality is available if the following conditions are met in MYOB Acumatica:

  • The Modern Customer Portal feature is enabled on the Enable/Disable Features (CS100000) form
  • The Admin and System check boxes are selected for the portal on the Portals (SP701000) form
  • The Payments check box is selected and the payment functionality has been configured on the Portals (SP701000) form.

If expected functionality isn’t available, contact your company’s portal manager, who can work with the portal owner to review configuration settings, if needed.