Skip to main content
All CollectionsPacks and AppsContact Management PackContacts App
Using the Portal to View and Pay Transactions
Using the Portal to View and Pay Transactions

How a customer can use their portal to view their transactions and pay their bills.

Updated over a week ago

If you are a customer of a company who uses Method, they will direct you to your customer portal where you can view your information and transactions.

Note: If you are a Method administrator looking to set up the customer portal, please see our article on setting up the portal.

View and update your account details

When you log in, you will be taken to the Home Page. In the below example, Bob Crenshaw is a customer of Best4U Services, and is logging in to his customer portal to view his account information with that company.

At the top is a navigation menu that will let you see your Recent Transactions . You can also select the preferences icon in the upper right to see your prerences.

Note: Clicking "My Other Contacts" will display other contacts associated with the account. In this example, Bob Crenshaw is a contact associated with the Crenshaw Construction account.

To edit your profile, you can click on Edit beside Your Profile, or the Edit Profile link in the preferences dropdown menu.

This allows you to:

  • Alter your contact photo

  • Opt out of Marketing and/or Billing emails

  • Alter your contact details

  • Alter your social media links

  • Alter your Billing and Shipping Address

View, print and pay off your recent transactions

When you click Recent Transactions or Transaction History, you will be taken to a page showing all the transactions you have with the company. By default, any due and outstanding transactions will be listed in the grid.

However, you can change the Filter View to show all your transactions.

By selecting a transaction on the grid, you can view it in greater detail, and choose to print and/or pay it if a Payment Gateway has been set up by the company.

This will take you to the Make a Payment screen, where you can pay the whole amount, or check Apply Partial Payment and enter in an appropriate amount.

Once you click the Pay Now button, you will be prompted to enter in your payment details.

Note: Not every company will set up a payment gateway. If the option to pay does not appear, then this option isn't available to you at this time.

View your support cases

On the Home page, you may find Cases, or support requests, you have opened with the company.

Note: Not every company will have Cases set up. If the option does not appear, then this option isn't available to you at this time.

If you have any cases open or closed, you can view them all with the Case History link. The grid has three filters to choose from: Active Cases, Closed Cases, and All Cases. You can also use the search bar to find a particular case within the chosen filter.

By selecting a case in the grid, you can see more detail about the case, as well as any interactions you have had with the the company. 

From there, you can choose to comment on the case, and even close the case if it has been resolved.

Did this answer your question?