Client portal software is something that many accounting firms have started to implement in order to make their operations run more smoothly. By having a central location where clients can access their account data and make changes, it becomes much easier for the accounting firm to keep track of their finances. In this article, we will show you how to login to your client portal using the provided username and password.
What is the Craft Accounting Client Portal?
The Craft Accounting Client Portal is a web-based interface for managing your business' accounting and bookkeeping needs. It's free to use, and you can access it from anywhere in the world.
How to login to the Craft Accounting Client Portal?
To login to the Craft Accounting Client Portal, you'll need your user ID and password. To get your user ID, go to the Login screen on the main menu of the client portal and enter your email address in the User Name field. Your user ID will be sent to that email address as a confirmation message. To get your password, go to the Login screen on the main menu of the client portal and enter your user ID in the Password field. Your password will be sent to that email address as a confirmation message.
How to login to the Client Portal
If you are new to the Craft Accounting Client Portal, please follow these steps to login:
1. Click on the "Login" button at the top of the page.
2. Enter your username and password in the appropriate fields and click on "Log In."
3. You will be redirected to the main Client Portal page.
How to manage your account
If you are a Craft accounting client, you will need to login to your account in order to manage your account. To login, follow these steps:
1. Click the "Login" button on the top right corner of the page.
2. Enter your email address and password into the fields provided and click the "Login" button.
3. You will be directed to the main Craft website where you can continue to make account changes or view your account balances.
How to create and save a billing proposal
If you're looking to get paid for your craftsmanship, you'll need to create a billing proposal. This document will outline the services you'll provide, the price you'll charge, and any other relevant information. To create a billing proposal, log in to your Craft Accounting Client Portal and follow these instructions:
1. Click on "Billing Proposals" in the left-hand menu.
2. In the "Billing Proposals" window, click on the "Create New Billing Proposal" button.
3. Fill out the basic information required for a billing proposal, including the title of your proposal and a brief description of what it contains.
4. Select the services you'll be offering and the price you want to charge for them.
5. Add any additional information that is relevant to your proposal, such as estimated hours worked or materials used.
6. Click on the "Save Billing Proposal" button to finish creating it. You can now preview it and make any changes before you submit it.
How to send invoices
Bloggers, if you want to send invoices through your Craft Accounting Client Portal account, here's how you do it:
1. Log into your account
2. Click on the "Invoices" tab at the top of the screen
3. Click on the "New Invoice" button
4. Fill out the required information and click on the "Create Invoice" button
5. Copy and paste the invoice details into an email and send it off!
How to track your payments
If you are a craft accounting client and want to login to the portal, follow these steps:
1. Go to the main website and enter your username and password.
2. On the homepage, click on "Accounts."
3. Click on "Client Portal."
4. Enter your email address in the "Email" field and click on "Login."
5. Enter your password in the "Password" field and click on "Log In."
6. You will be taken to the main client portal screen.
7. On this screen, under "My Account," you will see a list of all your account types, including Craft Accounting.
8. Under each account type, you will see a list of all your transactions (if any). You can view or search through these transactions by date or category.
9. To make a payment, click on "Make Payment" under any transaction that you want to pay for. This will take you to a payment form where you can enter your payment information.
Conclusion
In this article, we will show you how to login to your Craft Accounting Client Portal. After reading this article, you should be able to log in and access all of the features of the Client Portal. If you have any questions about logging in or using the Client Portal, please feel free to contact their team at [email protected]. Thank you for reading!