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Recycly User & Setup Guides
3 articles in this section
Customer Portal (3)
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Customer Portal for staff: what you see, and how to simulate a customer
This guide is for your own staff, not for your customers. It explains what the Customer Portal looks like when you open it from your back-end account, why...
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How do I edit the terms and conditions on the quotation / sales order portal page?
At the bottom of quotes / sales orders viewed on the customer portal, there is a Terms & Conditions and Payment Terms sectionsThese values come from the...
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Inviting Customers to the Portal
The Recycly Customer Portal gives your customers access to their Jobs, Collections / Drop-offs, Quotes, Orders and Invoices.Within the Jobs area, they can view...