Recycly User & Setup Guides
4 articles in this section
Customer Portal (4)
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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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Customer Portal: how your customers add and manage their own sites
Your customers can add their own sites on your Customer Portal and keep them up to date, so you are not asked to type in every new office or warehouse...
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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...