---
title: "How To Guide: Customer Portal Overview"
url: "https://help.psarev.io/en/article/how-to-guide-customer-portal-overview"
language: "en"
last_updated: "2025-10-07T13:50:25.586Z"
---

# How To Guide: Customer Portal Overview

1. Introduction

![1](https://export.supademo.com/renders/i81525p3l5/out.png)

2. When logging in, customers will land on the **home page**. Either of these icons will take them back to this home screen if they are on other screens.

![2](https://export.supademo.com/renders/bwgbj76552/out.png)

3. Clients can configure their viewing **preferences** by clicking their user name in the upper right corner. They can choose to view in **light** or **dark** mode.

![3](https://export.supademo.com/renders/uxxca2oklo/out.png)

4. Customers can create a ticket easily right from the home screen.

They can also create a ticket from the **Ticket List View**, which we will look at next.

![4](https://export.supademo.com/renders/0p3sy6lemc/out.png)

5. Clicking on the **Ticket** menu will open the list of all tickets in the system related to their account.

![5](https://export.supademo.com/renders/hwn981jk71/out.png)

6. Basic information on all tickets on the account can be viewed here, including *status*, *severity*, and the last *updated* date.

![6](https://export.supademo.com/renders/fv2r2z3bdf/out.png)

7. Customers can use the **Filter** option to find tickets quickly.

![7](https://export.supademo.com/renders/hxomemb0ai/out.png)

8. They can export a list of all the tickets by using the **Export** link.

![8](https://export.supademo.com/renders/o8jpwq4bxh/out.png)

9. Clicking anywhere on a ticket row will open that ticket to view details and communicate with your team.

![9](https://export.supademo.com/renders/wcle291i7l/out.png)

10. All public facing comments on the ticket are visible to the customer here.

![10](https://export.supademo.com/renders/cd12cyz2qf/out.png)

11. Your customer can submit a note on the ticket for your team. They'll just type the note and click the **Submit** button.

![11](https://export.supademo.com/renders/0r2u6kuih3/out.png)

12. They can click the **back arrow** to return to the ticket list view.

![12](https://export.supademo.com/renders/2rrtsee5y1/out.png)

13. They can create a new ticket from here by clicking the **Open a Ticket** button.

![13](https://export.supademo.com/renders/7mn269wqsf/out.png)

14. They will fill out the information and click the **Save** button to submit the ticket.

![14](https://export.supademo.com/renders/tkcx5aafgo/out.png)

15. Again, clicking the **back arrow** will take them back to the ticket list view.

![15](https://export.supademo.com/renders/imi01b80yr/out.png)

16. They can view and pay invoices by clicking the **Invoices** menu.

![16](https://export.supademo.com/renders/hr44iz0dty/out.png)

17. Clicking anywhere on the invoice row will open a pdf of that invoice.

![17](https://export.supademo.com/renders/484kilcycm/out.png)

18. Customers can **download** or **print** the invoice from here.

![18](https://export.supademo.com/renders/kabrgictju/out.png)

19. Again, clicking the **back arrow** will take you back to the invoice list view.

![19](https://export.supademo.com/renders/w91cufwkgs/out.png)

20. Customers can make a payment by selecting the **Make a Payment** button.

![20](https://export.supademo.com/renders/538eboe2ff/out.png)

21. Clicking the **Payment Accounts** button allows them to *view*, *edit* or *add* bank account or credit card payment information, as well as opt in to **Autopay**.

![21](https://export.supademo.com/renders/2oplgv6fsj/out.png)

22. To view all payments made on the account, click **Payment History**.

![22](https://export.supademo.com/renders/kfwomkdg84/out.png)

23. A list of all payments will display.

To view **details** of a specific payment, click anywhere on that payment row.

![23](https://export.supademo.com/renders/yzw7c6570h/out.png)

24. Details of the payment will appear.

Again, click the back arrow at the top to return to the payment list view.

![24](https://export.supademo.com/renders/4bkrtjp1cy/out.png)

25. Customer-facing documents are on the roadmap and that functionality will be added shortly.

![25](https://export.supademo.com/renders/4guk5n9mtv/out.png)