Other Actions
In this help document, you’ll learn the other actions you can perform in your portal.
Add a Comment
You can add comments to the purchase orders and invoices in your portal. Here’s how:
- Log in to your portal.
- Go to the required module on the left sidebar.
- Click the required transaction.
- Enter your comment in the Comments section and click Add Comment.
Download a Transaction
To a download a transaction from your portal:
- Log in to your portal.
- Go to the required module on the left sidebar.
- Click the required transaction.
- Click the Download button at the top.
- Click Save.
Print a Transaction
- Log in to your portal.
- Go to the required module on the left sidebar.
- Click the required transaction.
- Click the Print button at the top.
- Click Print again in the pop-up that appears.
Change Password
To change the pasword of your portal:
- Log in to your portal.
- Click your business name on the left sidebar and click Change Password from the dropdown.
- Enter the Old Password.
- Enter the New Password and re-enter it in Confirm Password.
- Click Confirm.
Log Out
To log out from your portal:
- Click your business name on the left sidebar and click Log Out from the dropdown.
- Click + Add Comment to add additional comments.