How do I sent a customer an invite to the portal?

In order to invite a customer to sign up for the customer portal, you first need to have an SMS and/or email present on the account. To update this, go to the edit tab:

Once you confirm the SMS or email is set, go to the Invite tab for the account:

From here you can send the customer an invitation to set up portal access. You will see the following:

1. This is the time the invitation was sent.
2. When a customer activates the link, you will see the timestamp here
3. The username set by the customer will appear here once it is set

Note that if the customer forgets their password, they can reset it by clicking on the portal reset password link.