Xorosoft Knowledge Base
  • Xorosoft Knowledge Base
  • What's New
    • 📒Release Notes
      • Current Release
        • March 2025 Release
        • March 2.0 2025 Release
        • February 2025 Release
        • January 2025 Release (WMS)
        • WMS Release
      • Previous Releases
        • 2024
          • December 2024 Release
          • November 2024 Release
          • October 2024 Release
          • September 2024 Release 2.0
          • September 2024 Release
          • August 2024 WMS Release
          • August 2024 Release
          • July 2024 Release
          • June 2024 Release
          • May 2024 Release 2.0
          • May 2024 Release
          • April 2024 Release 2.0
          • April 2024 Release
          • March 2024 Release
          • February 2024 Release
          • January 2024 Release
        • 2023
          • November 2023 Release
          • October 2023 Release
          • September 2023 Release
          • August 2023 Release
          • July 2023 Release
          • June 2023 Release
          • May 2023 Release
          • April 2023 Release
          • February 2023 Release
          • January 2023 Release
        • 2022
          • December 2022 Release
          • November 2022 Release
          • July 2022 Release
          • June 2022 Release
          • April 2022 Release
          • February 2022 Release
          • January 2022 Release
        • 2021
          • December 2021 Release
          • October 2021 Release
          • September 2021 Release
          • July 2021 Release
          • June 2021 Release
          • May 2021 Release
          • April 2021 Release
          • March 2021 Release
          • February 2021 Release
          • January 2021 Release
        • 2020
          • October 2020 Release
  • XoroERP
  • 💻XoroERP
    • XoroERP Basics
      • Getting Help
      • Navigation
      • Log In
      • Setting Preferences
    • Dashboards
      • Business Dashboard
      • Sales Dashboard
      • Purchase Dashboard
      • Warehouse Dashboard: Inbound
      • Warehouse Dashboard: Outbound
      • Sales Rep Dashboard
      • Manufacturing Dashboard
    • Sales
      • Customer Section
        • Customer
          • Creating Customers
        • Customer Info
          • Customer Info Module Fields
        • Customer Centre
          • Customer Centre Fields
          • Adding/deleting the credit card info
        • Customer Statement
          • Customer Statement Fields
        • Customer Portal Invitation
        • In what sequence the Customer Emails are used to send the SO-related Emails?
      • Estimate
        • What is a Sales Estimate?
          • Creating a Sales Estimate
          • Estimate Options
        • Estimate Centre
          • Estimate Centre Fields
      • Sales Order
        • What is a Sales Order?
        • Creating Sales Orders
        • Sales Order Options
        • Sales Order Activity and Linked Transactions
        • Backorders
        • Sales Order Centre
          • Sales Order Centre Options
          • Sales Order Centre Search Fields
        • Update Sales Order Items
        • Dropship Orders
        • Global Allocation
      • Invoice
        • Invoice
          • Invoice Options
          • Voiding an Invoice
        • Invoice Centre
          • Invoice Centre Fields
        • Invoice Batch Centre
          • Invoice Batch Centre Fields
      • Sales Receipt
        • What is Sales Receipt?
        • Creating Sales Receipt
        • Sales Receipt Options
        • Sales Receipt Centre
        • Sales Receipt Centre Fields
      • Credit & Deposit
        • What is (Invoice) Credit Memo?
          • Creating Credit Memo
          • Voiding a credit memo
        • Invoice Credit Memo
          • Creating Invoice Credit Memo
        • What is a Customer Deposit?
          • Customer Deposit Centre
            • Customer Deposit Centre Fields
          • Creating Customer Deposit
        • Customer Credit Centre
          • Customer Credit Centre Fields
        • Applying Customer Deposit
        • Applying Customer Credit
        • What is Return Merchandise Authorisation (RMA)?
          • Creating RMA
          • The RMA Process
      • Payment
        • Invoice Payment
      • Refund
        • What is Refund Receipt?
        • Refund Receipt Centre
          • Refund Receipt Centre Fields
        • Customer Refund Centre
          • Customer Refund Centre Fields
      • Commissions
        • Commission Rule
        • Creating Commission Rule
          • Managing Sales Commissions
        • Commission Rule Centre
          • Commission Rule Centre Fields
        • Commission Reporting
          • Running Commissions
          • Commission Report Centre
      • Sales Item Centre
        • Sales Item Centre Fields
    • B2B
      • B2B Workflow
      • Showroom Centre
      • B2B: Portal Account Login
        • B2B - Mobile View Compatibility
      • Presentation Centre
      • Campaign Centre
      • Cart
      • Customer Portal
        • What is a Customer Portal?
        • Customer Portal - My Profile
        • Customer Portal - Invoices
        • Customer Portal - Credits
        • Customer Portal - Deposits
        • Customer Portal - Orders
        • Customer Portal - Pending Orders
        • Customer Portal - Payments
        • Customer Portal - Transaction History
        • Customer Portal - Presentations
        • Customer Portal - Cart
        • Customer Portal - Resources
        • Customer Portal - Customer Statement
      • Creating a B2B order
    • Purchase
      • Vendor Section
        • Vendor Info Module
          • What is Vendor Info Module?
          • Vendor Info Fields
          • Creating Vendor
        • Vendor Centre
          • Vendor Centre Fields
      • Purchase Order
        • What is a Purchase Order?
          • Creating Purchase Orders
          • Purchase Order Options
          • Purchase Order Activity and Linked Transactions
      • Item Receipt
        • What is an Item Receipt?
        • Item Receipt Centre
          • Item Receipt Centre Fields
      • Bill
        • What is a Bill?
          • Bill Options
        • Bill Centre
          • Bill Centre Fields
      • Vendor Credit
        • What is Vendor Credit?
        • Vendor Credit Centre
          • Vendor Credit Centre Fields
      • Prepayment
        • Vendor Prepayment
          • What is Vendor Prepayment?
          • Creating a Vendor Prepayment
          • Applying Vendor Prepayment
        • Vendor Prepayment Centre
          • Vendor Prepayment Centre Fields
      • Refund
        • Vendor Refund Centre
          • Vendor Refund Centre Fields
      • Payment
        • Bill Payment
        • Bill Payment Centre
          • Bill Payment Centre Fields
      • Item Vendor Mapping
        • Item Vendor Mapping Fields
        • Item Vendor Mapping Centre
          • Item Vendor Mapping Centre Fields
      • Vendor Group
        • Creating Vendor Group
        • Vendor Group Centre Fields
        • Vendor Group Centre
      • Order Linking
        • Order Linker
          • Order Linking Fields
        • Order Linking Centre
          • Order Linking Centre Fields
      • Short Inventory Planner
        • Short Inventory Planner Fields
    • Admin
      • Branding
      • Access Manager
      • Tag Management
      • IP Restriction
      • Activity Tracking
      • Universal Code Series
      • Custom Field Mapping
        • The Custom Field Mapping module
        • Custom Field Mapping Centre
          • Custom Field Mapping Centre
      • Multi UOM
        • What is Multi UOM and how is it handled in Xoro?
      • Company
        • Company Info Module
        • Currency Centre
          • Currency Centre Fields
        • Store
          • What is a Store?
          • Creating a Store
          • What is Store Centre?
          • Store Centre Fields
        • Payment Method
          • Payment Method Types and Fields
          • Creating a Payment Method
        • Payment Method Centre
          • Payment Method Centre Fields
        • Payment Term
          • Understanding Payment Terms
          • Creating Payment Term
          • Applying Discount based on Payment Term
        • Payment Term Centre
          • Payment Term Centre Fields
      • Inventory Adjustment Reason Codes
      • Project
        • Project Category
      • Item
        • Item
          • What is an Item?
            • Creating Items
          • Item Centre
            • What is Item Centre?
            • Item Centre Fields
            • Item Centre Options
        • Kit
          • What is an Item Kit?
            • Creating an Item Kit
        • Item Brand
          • What is an Item Brand?
          • Item Brand Centre
        • VAS Item
          • What is a VAS Item?
          • Creating a VAS Item
          • Applying a VAS Item
        • Item Group
          • What is an Item Group?
          • Creating Item Groups
        • Item Category
          • What is Item Category?
          • Creating Item Category
        • Item UOM
          • What is an Item UOM?
          • Creating Item UOMs
          • UOM Centre
          • UOM Centre Fields
          • UOM Centre Options
        • Item Season
          • What is Item Season?
          • Creating Item Seasons
          • Item Season Centre
        • Order Type
          • What is Order Type?
          • Creating Order Types
        • Item Return Code
          • What is Item Return Code?
          • Creating Item Return Codes
        • HS Code
          • Creating HS Codes
        • Custom Price Formula Profile
          • Creating Custom Price Formulas
      • Product
        • Product
          • Products & Variants
          • Product Centre
            • Product Centre Fields
        • Product Category
          • Creating Product Category
          • Product Category Centre
        • Product Option
          • What is a Product Option?
          • Creating Product Options
        • Product Customization Profile
          • What is Product Customization Profile?
          • Creating Product Customization Profile
          • Managing Product Customization Profile
      • User
        • User
          • What is a User?
          • Creating Users
        • User Role
          • What is a User Role?
          • Creating User Roles
          • User Role Centre
          • User Role Centre Options
        • User Group
          • What is a User Group?
          • Creating User Groups
          • User Group Centre
            • User Group Fields
        • User Store Mapping
          • What is User Store Mapping?
          • Creating User Store Mapping
          • Limiting User Access to Inventory Information
        • Portal User
          • Portal User Centre
      • Customer
        • Customer Group
          • What is a Customer Group?
          • Creating Customer Groups
        • Customer Message
          • Creating Customer Message
      • Warehouse
        • Carrier Confirmation Codes
          • Fields
        • Shipping Non Delivery Code
          • Shipping Non Delivery Code Fields
        • Fob Point
        • Carrier
          • What is a Carrier?
          • Creating Carriers
        • Shipping Content
          • What is Shipping Content?
          • Creating Shipping Content
        • Ship Service
          • What is a Ship Service?
          • Creating Ship Services
          • Ship Service Centre
        • Ship Package Type
        • Ship Package Type Centre
        • Location
          • What is a Location?
            • Location Centre
          • What are different Location Types in Xoro?
        • Location Zone
          • What is a Location Zone?
        • Wave Template
          • What is a Wave Template?
            • How to use Wave Templates
            • How to “Set Default Wave Template” for a Customer?
        • Wave Template Rule
          • What is a Wave Template Rule?
          • Creating Wave Template Rules
        • Address Instructions
          • What is Address Instructions module?
          • Creating Address Instructions
      • Reporting
        • Reporting Headers & Footers
      • Material
        • What is Material module?
        • Creating Materials
      • Vendor
        • Vendor Type
          • What is Vendor Type
          • Creating Vendor Type
      • Custom Field Definition
        • Custom Field Definition module
        • Custom Field Definition Centre
      • Item Customer Mapping
        • What is Item Customer Mapping?
        • Creating Item Customer Mapping
        • Item Customer Mapping Fields
        • Item Customer Mapping Centre
      • Third Party Field Mapping
        • What is Third Party Field Mapping module?
        • Creating Third Party Field Mapping
      • State/Province
        • What is the State/Province module?
        • State/Province Centre
      • Task
        • What is Task module?
        • Creating tasks
      • Country
        • What is the Country module?
        • Country Centre
      • API Integration Connector
        • Fields
      • Item Quality
      • Workflow
        • Workflow
        • Workflow Execution Detail
      • Permission Group
        • What is a Permission Group?
        • Creating and Using Permission Groups
      • What is an Order Linker?
        • Creating an Order Linking
      • Customer Portal Links
        • Customer Portal Fields
      • Contacts
      • Cancel Reason
        • Cancel Reason Module
        • Cancel Reason Centre
    • Utilities
      • Scoping Notes
      • Tickets
        • How do I log a ticket?
      • Exchange Rates
        • How do Exchange Rates work in the system?
      • Pricing Rules
        • What is a Pricing Rule?
          • Creating Pricing Rules
          • How do Pricing Restrictions work?
      • Data Imports
        • Upload Item Prices
        • Upload Item Images- Different ways to link an Image to the Item
        • Upload Customers
        • Upload Vendors
        • Upload Waves
        • Upload Customer Addresses
        • Upload Invoices
        • Upload Sales Order
        • Upload Users
        • Upload Credit Memo
        • Upload SO Shipments
        • Upload Item Customer Mapping
        • Upload Sales Forecast
        • Upload Email Template
        • Upload ASN
        • Upload ASN Receipt
        • Upload Bills
        • Upload Purchase Orders
        • Upload Items/SKUs/Products
        • Upload Item Reorder Points & Reorder Qty
        • Upload Vendor Credit
        • Upload Item Vendor Mapping
        • Upload Transfer Purchase Orders
        • Upload Bill of Materials (BOM)
        • Upload Accounts
        • Upload Bank Statement
        • Upload Locations
        • Upload Journal Entries
        • Upload Inventory
        • Upload Customer Addresses
        • Upload Outgoing Payments
        • Upload Budget
        • Upload Dropship Receipts
        • Upload Pricing Rule
        • Upload Address Instructions
        • Upload Inventory Movement
        • Upload MO Quick Produce
        • Upload Invoice Payment
        • Upload Commission Rule
        • Upload Transfer Funds
        • Upload Contacts
        • Upload RMA
      • Data Export
        • Data Export Centre
      • Import/Export Utility
        • Building Import/Export Utility
      • Queries
        • App Queries
          • App Query Fields
      • Reporting Server Status
      • Authorization Centre
        • What is Authorization Centre?
        • Authorization Centre Fields
      • Manage Credit Card Payment Services
        • Payment Gateways in Xoro
          • What is a Payment Gateway?
          • Connecting Payment Gateways
          • Common Payment Gateway Errors
          • How to Process Credit Cards in Xoro?
          • How to Initiate a Refund for Credit Card Payments in Xoro
      • Manage Direct Debit Payment Services
      • Processed Payment Logs
        • What is Processed Payment Logs module?
        • Processed Payment Logs Fields
      • Manage Tax Services (Avalara)
      • Manage Address Verification Services
      • Job Schedules
        • Setting up Data Import/Export Scheduler
        • Job Schedule Centre
        • Job Execution History
        • Job Execution - Managing Errors
    • Warehouse
      • Receiving
        • Create ASN
          • What is Advance Shipping Notice (ASN)?
          • Creating ASNs
        • Receive ASN
          • Receiving an ASN
          • Voiding an ASN
      • Picking
        • Create Wave
          • What is a Wave?
            • Creating a Wave
            • Creating a Wave/Allocating a Sales Order
          • What to do if my Inventory falls Short while creating a Wave?
        • Pick Wave
          • Picking a Wave
          • Merging Waves
          • How to Void a Wave/Unallocate an Order?
          • What are Produced LPNs & Consumed LPNs columns in the Pick Wave module?
        • Pack & Ship
          • Shipping a Sales Order
          • How to Over Ship an Allocated SO?
        • Packing Slip Centre
          • Packing Slip Centre Fields
        • Priority Code
          • What is a Priority Code?
          • Creating Priority Codes
      • Transfers
        • Transfer Purchase Order
        • Transfer Sales Order
    • Inventory
      • Inventory Adjustment
        • What is Inventory Adjustment
        • Creating Inventory Adjustment
        • Inventory Adjustment Centre
      • Inventory Movement
        • What is Inventory Movement?
        • Moving Inventory
      • Inventory Transfer Centre
        • What is Inventory Transfer Centre?
        • Inventory Transfer Centre Fields
      • Batch Inventory Movement
        • What is Batch Inventory Movement?
        • How to batch move inventory?
        • Batch Inventory Movement Options
      • Inventory by Location
        • What is Inventory by Location module?
        • Inventory by Location Fields
        • Inventory by Location Options
      • Inventory Change Log
        • What is Inventory Change Log?
        • Inventory Change Log Fields
      • Item Inventory Snapshot
        • Item Inventory Snapshot Options
        • Item Inventory Snapshot Active Columns
        • Inventory Levels
      • Inventory Snapshot By Basepart
        • Inventory Snapshot By Basepart Active Columns
      • Inventory Demand Projection
      • Cycle Counts
    • Manufacturing
      • Bill of Materials
        • What is Bill of Materials (BOM)?
        • What is Bill of Material Centre
        • Bill Of Material Centre Fields
      • Manufacturing Order
        • What is a Manufacturing Order?
        • Creating Manufacturing Order
        • Disassemble Manufacturing Order
        • Batch Manufacturing Order
      • Manufacturing Process
        • What is Manufacturing Process?
        • Creating a Manufacturing Process
        • Manufacturing Process Centre
      • Manufacturing Lab Report
        • Item Specification Class
        • Item Specification Property
        • Item Specification UOM
        • Item Specification Test Method
        • Item Specification
        • Catalyst Property Profile
        • Catalyst
        • Item Specification Class Template
        • Manufacturing Lab Record
          • Creating Manufacturing Lab Records
    • Accounting
      • Accounts
        • Chart of Accounts (COA)
        • What are Retained Earnings?
        • Returns Vs Chargebacks
        • Cash basis Vs Accrual Basis Accounting
        • Accounting Migration
      • Accounting Period
      • Journal Entry
        • What is a Journal Entry?
        • Creating Journal Entries
        • Journal Entry Options
        • Managing Multi-Currency Transactions in XoroERP: A Guide to Home Currency Adjustments
      • Fixed Asset Management
        • Fixed Asset Type
          • Fixed Asset Type
          • Fixed Asset Type Centre
        • Fixed Asset
          • Fixed Asset Module Fields
        • Fixed Asset Centre
          • Fixed Asset Centre Fields
        • Fixed Asset Summary
        • Run Depreciation
          • How to Run Depreciation
        • Dispose Fixed Asset
          • Dispose Fixed Asset Fields
        • Month End Close Checklist in Xoro
      • Bank Reconciliation
        • Bank Reconciliation Options
        • Unreconciling Transactions
        • Bank Rules
          • What is Bank Reconcile Rule?
          • Creating Bank Reconciliation Rule
      • Transfer Funds
        • What is a Transfer Fund?
        • Creating a Transfer fund
        • Funds Transfer Options
        • Funds Transfer Centre
        • Funds Transfer Centre Fields
      • Bank Deposit
        • What is a Bank Deposit?
        • Creating Bank Deposits
        • Bank Deposit Options
      • Outgoing Payment
        • What is an Outgoing Payment?
        • Outgoing Payment Centre
      • Project/Class
        • Project
          • What is Project/Class?
        • Project/Class Centre
        • Page
        • Project Dashboard
      • Sales Tax
        • Prepare Tax Return
          • Prepare Tax Return Fields
          • Sales Tax Filing Adjustments
        • Tax Return Centre
          • Tax Return Centre Fields
        • Tax Adjustment Centre
        • Tax Installments
          • Sale Tax Installment
          • Tax Installment Centre
        • Tax Payment
          • Sale Tax Payment
            • Making Sale Tax Payments in XoroERP
          • Tax Payment Centre
            • Tax Payment Centre Fields
        • Tax State Mapping Profile
      • Liabilities To Bill
        • Item Receipt Reconciliation: Generating Liabilities To Bill
      • Recurring Transactions
        • What is a Recurring Transaction?
        • Creating Recurring Transactions
        • Recurring Transaction Centre
      • Recurring Transactions Execution History
      • Accounting Migration
      • Account Register
      • Audit Trail
      • Deleted Transactions
        • What is the Deleted Transactions Centre?
        • Deleted Transactions Centre Fields
      • Fiscal Year End
        • What is Fiscal Year End?
        • Period End Closing
      • Cheques
        • Cheque Centre
    • User
      • My Work Space
        • What is My Work Space module?
        • Creating My Work Space
        • Editing Work Space
      • Email Centre
      • Print Queue
      • Notifications
      • User Email Setup
        • User Email: Setup and Usage
      • User Queries
        • Creating User/Application Queries
      • The “Multi-factor” authentication Login
        • User Trusted Devices
    • Configuration
      • Company
        • The Company Email: Setup and Usage
      • Application
        • App Config
          • General
          • Customer Portal
          • Sales
          • Purchase
          • Accounting
          • Inventory
          • Warehouse
          • Manufacturing
          • API/Integrations
          • B2B
          • Security
        • Email Templates
          • What is Email Templates module?
          • Creating Email Templates
        • Default Document Templates
          • What is Default Document Templates Module?
          • Setting Default Document Templates
    • Planning
      • Budgets
    • Reports
      • Analytics Report Explained
      • Accounting
        • Adjusted Trial Balance
          • Accessing Adjusted Trial Balance Report
          • Adjusted Trial Balance Fields
        • Unadjusted Trial Balance
          • Accessing Unadjusted Trial Balance Report
          • Unadjusted Trial Balance Fields
        • Budget Vs Actual BS
        • Budget Vs Actual PL
        • Cash Flow Statement
        • Income Statement By Class
        • Transaction Journal
        • Unadjusted Trial Balance
        • Income Statement Analytics
        • Balance Sheet Summary
      • Sales
        • AR Aging Report
          • Accessing AR Aging Report
          • AR Aging Report Fields
        • Profitability by Account Report
          • Profitability by Account Report Fields
        • Profitability by Brand Report
          • Profitability by Brand Report Fields
        • Sales by Sales Rep Report
          • Sales by Sales Rep Report Fields
        • Sales By Item Summary
          • Sales By Item Summary Fields
        • Sales By Sales Rep Profit Comp
          • Sales By Sales Rep Profit Comp Components
        • Sales Order Detail By Delivery Date
          • Sales Order Detail By Delivery Date Fields
        • Sales Summary Report
        • Sales Order Activity By Date
        • New and Repeat Customers Report
        • Sales Tax Report
        • Open Orders Report (By Ship Date)
        • Sales by Sales Rep (Accrual)
        • Sales By Sales Rep (Cash Basis)
      • Purchase
        • AP Aging Report
          • Accessing AP Aging Report
          • AP Aging Report Fields
        • Vendor Balance Summary
        • Purchase Order Detail By Delivery Date
          • Purchase Order Detail By Delivery Date Fields
        • Received Items By Date
        • Purchased Items Report
      • Profit and Loss
        • Income Statement
        • Income Statement By Store
        • Income Statement By Comparison
      • Operation
        • Available to Sell (ATS) Report
          • Available to Sell (ATS) Report Components
        • Inventory Overview Report
          • Inventory Overview Report Fields
        • Inventory Valuation Summary
          • Inventory Valuation Summary Fields
          • Inventory Valuation
        • Inventory Snapshot Analytics
        • Activity Tracking Report
    • Connect Banks
  • XoroWMS
    • XoroWMS Basics
    • WMS Pick
      • Pick
        • Pick Strategy
        • Pick Task Assignment
          • Replenishments
        • Scan Cart Location
        • Scan Pick Location
        • Enter Item & Qty
        • Pick Options
        • How to Pick?
      • Edit Qty
      • New Carton
      • Stage
      • Replen Putaway
      • Consolidate
      • Palletize
      • Move Pallet
    • WMS Receive
      • Receive
        • Scan ASN
        • Receive By Item
        • Receive By Mixed Carton
        • Scan ILPN
        • LPN Attributes
        • Scan Pallet
        • Scan Stage Location
        • How to Receive?
      • Edit LPN Qty
      • Edit LPN Attributes
      • Putaway
      • Move Pallet
      • Print Label
      • Move LPN
    • Manufacturing
    • Move
    • Packing
    • Lookup
      • ILPN Lookup
      • OLPN Lookup
      • Location Lookup
      • Item Lookup
      • Pallet Lookup
      • Order Lookup
    • Cycle Count
    • Audit
  • XoroPay
  • Other Products
    • Xoro3PL
      • 3PL Contract
      • 3PL Account
        • What is 3PL Account?
        • Creating a 3PL Account
      • 3PL Charge Entry
      • Generate 3PL Invoice
      • 3PL Invoice Logs
      • 3PL Storage Inventory Snapshot
Powered by GitBook
On this page

Was this helpful?

  1. XoroERP
  2. Sales
  3. Customer Section

Customer Portal Invitation

What is Customer Portal Invitation?

PreviousCustomer Statement FieldsNextIn what sequence the Customer Emails are used to send the SO-related Emails?

Last updated 11 months ago

Was this helpful?

💻