Customer Portal Overview

The Customer Portal lets your customers follow orders, review artwork, reply to your shop and pay invoices. Share an order link so they can sign in and see the work you have shared. Published quotes and sales orders appear in the portal; drafts stay in your shop.

Share an order with your customer

Your general portal address is in Settings → Overview, under Customer Portal Domain. Share this address when you want a customer to browse their account. To share a link to a specific order or quote:

1. In Sales Orders or Quotes, double-click the order or quote to open it.

   

2. Click the chain-link icon in the header to copy the order link. Send the link to your customer.

   

Your customer opens the link and signs in with their saved contact email. The link takes them to that order.

How your customers get in

Customers sign in with the email address your shop has on file. They do not need an invitation or a password.

1. Enter the email address on file and click Email me a code.

   

2. Enter the code from that mailbox and click Verify and continue.

   

Send an optional invitation

An invitation is optional because customers sign in with an email code. To email a contact an invitation link to open the portal, see Manage a Customer's Portal Access.

Customers: reset a forgotten password

If a customer forgets their password, they can sign in with an email code instead. A customer who forgot a password can also reset it from the sign-in screen through Sign in with a password instead. For the password reset steps, see Help a Customer Who Cannot Sign In.

Customers: switch between their companies

If a contact email belongs to more than one customer, they choose an account after signing in.

Each browser tab can show a different company. To give a contact access to more than one company, save the same email address under each customer in YoPrint.

They can switch later from the account menu at the bottom of the sidebar.

1. Click the current company name at the bottom of the sidebar to open the account menu.

   

2. Click the company name under Account.

   

3. Select the other company.

   

Customers: see what needs their attention

Home shows requests that need a response, available credit, deposits due, unpaid and overdue amounts, recent orders and recent activity.

1. Click Home in the sidebar.

   

2. Under Requires your attention, click a request to review it.

   

Home also includes four balance cards and Download balance statement for unpaid and overdue invoices. For the balance cards and statement on Home, see Customer Fund / Credit Management.

Customers: find and review orders

On Orders, customers can search by order number, purchase order number, order name or an address on the order.

The × in the search field clears the search.

Filter narrows the list by order, deposit and payment status.

1. Click Filter.

   

2. Choose an order, deposit or payment status.

   

3. Click Apply filters.

   

To change the order of results, sort the list.

1. Click Sort.

   

2. Choose the sort field and direction.

   

3. Click Apply sort.

   

The order row’s three-dot menu offers Print and its available documents.

1. Open the order row’s three-dot menu.

   

2. Choose Print to see the available documents.

   

Review an order

1. Open an order row to see its details in a drawer.

   

2. Choose View full details to open the full page.

   

The order page brings these details together:

• Order, approval and payment status, dates, the customer PO number and a billing address when supplied.
• Jobs with services and artwork you have shared, plus products, quantities, unit prices and subtotals.
• A price breakdown, amount paid and balance due, plus a deposit due when one is owed.

Outstanding approvals, linked invoices and shipments, and previous payments appear when present.

Click Print in the order header to see the available documents.

The menu offers printable copies of the sales order and its invoices. Choose Sales order (Compact) to group eligible product sizes together instead of listing each size separately.

When online payment is available for an unpaid order, click Pay now to open the payment dialog. See Collect and Record Payments for the payment choices.

Message opens the order’s conversation with your shop. Customer replies appear in your shop’s Messages in YoPrint.

The thread shows the messages and attachments for that order.

Customers: review quotes

Customers can find the quotes you have shared on Quotes, with search, filters and sorting. See Sending a Quote for how to share a quote and how customers review it.

1. Click a quote number to open its details.

   

2. Click View full details to open the full page.

   

Opening a quote shows its status, dates, jobs and artwork.

The Jump to button shows the current section of the quote. When a quote includes pro forma invoices, Jump to also lists Pro Forma Invoices.

1. Click Jump to to move to a section of the quote.

   

2. Choose a section, such as Pro Forma Invoices.

   

Pro forma invoices appear in Pro Forma Invoices when your shop has created them.

Before pricing is finalized, amounts such as tax, grand total and balance due show dashes.

Customers: see their jobs and artwork

Jobs lists the work in your customers' quotes and orders. Customers can open a job row from the list.

Opening a job shows its dates, services, products, quantities, unit prices and subtotals.

1. Click an artwork thumbnail to open a larger preview.

   

2. Use the zoom controls for a closer look.

   

Click Download in Artwork Details to save a copy of the artwork file.

Customers: respond to approval requests

Approvals lists the artwork, quote and order requests waiting for your customer's response. Customers open a request to review it, then approve it or request changes. For the full review steps, see Artwork Approval Workflow, Quote Approval Workflow and Managing Sales Order Approvals.

Customers: message you

Messages collects your customer's existing order and quote conversations in one place. Replies stay attached to that order or quote. To start a conversation, customers open the order or quote and click Message.

1. On Messages, click the text under Latest message to open the conversation.

   

2. Write a reply.

   

3. To include a file, click Attach file.

   

   Customers can also drag files into the message box to attach them.

   

4. Click Send.

   

Customers: view, download and pay invoices

On Invoices, customers can search, filter and sort their sales order invoices. Quote pro forma invoices appear on the quote.

1. Click an invoice number to open its details.

   

The invoice shows its products, payment totals and balance. View job opens the related job. Billing and shipping addresses appear when included on the invoice.

To view the invoice on its own page, click Open full page in the drawer.

1. In the invoice drawer, click Download.

   

2. Choose Invoice to open a copy to save or print.

   

Close the invoice details with × to return to the list.

Customers can also download an invoice directly from the list.

1. Open the invoice row’s three-dot menu.

   

2. Choose Download followed by the invoice number.

   

Customers can pay a single invoice with Pay on the list or Pay invoice in its details, or select multiple invoices and click Pay selected. They can pay in full or choose Partial payment, then review the amount and payment method. The confirmation links to their receipt. Customers can return to receipts from the order’s Payments section. See Collect and Record Payments for the full process.

Customers: check shipments

Shipments lists shipment IDs, delivery methods, tracking numbers when available, and status.

1. Open a shipment to see its delivery address, products, quantities, unit prices and subtotals.

   

2. When tracking has been added, click View in Package tracking to open the tracking details.

   

Supported UPS and FedEx shipments can show carrier updates. Customers can also use the displayed tracking number on the carrier’s website. A pickup does not have a tracking number.

Customers: follow activity

Activity shows dated updates such as messages from your shop and payments. Customers can scan the timeline to see what has happened across their orders and quotes.

Click an update to open its order or quote.

Customers: manage their profile and preferences

From the account menu, customers can open Profile to review their company’s resale number, TIN, tax-exempt status, shipping addresses, billing addresses and contacts. To change those company records, they must contact your shop.

1. Click the current company name at the bottom of the sidebar to open the account menu.

   

2. Click Profile.

   

Shipping Addresses lists the customer's saved delivery addresses.

Billing Addresses lists their saved billing addresses.

Contacts lists the people on the customer account.

In Sign-in & security, they can update their own contact details, change their sign-in email, and add or change a password. Changing the email requires confirmation from both the current and new mailboxes.

Contact-detail changes apply to the current company by default. Select Also update my details for the other customers I can access to update those accounts at the same time.

Click Sign out everywhere to sign out on every device, including the current one.

The account menu also includes Theme controls.

Under Language, customers can choose their display language. Language is marked Beta.

Portal dates follow the customer’s browser region when the portal language matches their browser language. If they choose a different portal language, dates follow that language instead. For example, English shows dates such as Nov 3, 2026 in a US English browser and 3 Nov 2026 in a UK or Australian English browser.

Customers: use the portal on a phone

Customers open the portal in their phone’s browser without installing an app. On a phone, the main navigation moves to the bottom of the screen. Home, Orders, Approvals and Messages stay on the bottom bar. The account menu opens from the icon at the top right, and More sits on the bottom bar for the remaining pages.

More opens Activity, Quotes, Jobs, Invoices and Shipments.

Invoice and shipment lists use cards to fit the smaller screen. To pay several invoices on a phone, customers first tap Select invoices to show the checkboxes.

Each shipment card shows the shipment number, order, delivery method, tracking number and status.

Order information stacks vertically, with Print and Message near the top, below the order heading and status.