There are a few different ways you can customize the customer portal to control how and where it appears.


To use the customer portal as a stand-alone website, complete the following steps:

  1. Select Customer Portal in the left navigation area.
  2. Select the Edit Customer Portal tab at the top of the screen.
  3. Select As a stand-alone website.
  4. If desired, enter the Prefix to use in the URL address of your customer portal. If you leave this blank, the prefix will be automatically generated (i.e., https://2b148a89-3f8a-4406-9fa5-adeed55d1f68.invoicesherpa.com/portal).


If you want to embed the customer portal into your company website, you will need to know some basic HTML to add the embed code in the appropriate location on your website. 


To embed the customer portal into your company website, complete the following steps:

  1. Select Customer Portal in the left navigation area.
  2. Select the Edit Customer Portal tab at the top of the screen.
  3. Select As a iFrame incorporated in your website.
  4. Copy the Portal IFrame Code displayed. 
  5. Paste the code in the appropriate location in the HTML of your own website.