This guide is for customers of a business that uses SolaCount. If a company emailed you an invoice, quote or sales order, or sent you a link to approve project time or view a project, this page explains what the link does, how to use it, and how to get a new one. You do not need an account or a password.
Which link did you get?
| The email or message says | What it is | Go to |
|---|---|---|
| Open Customer Portal (with an invoice, quote or sales order) | Signs you into the company's Customer Portal | Document and portal links |
| A link to Time Approval / Project time approval | Approve or reject one piece of billable work | Time approval links |
| A link to a shared project page or document | View project progress or a document | Shared project links |
Document and portal links
- Click Open Customer Portal in the email.
- You are signed in and taken to the right list (Invoices, Quotes or Sales Orders). The company's name and logo appear at the top-left.
- Open the document to view it, print it, or click Download for the PDF.
In the portal you can also see:
- Dashboard: your Outstanding Balance, Overdue Amount, open quotes and recent payments.
- Payments: payments the company has recorded from you.
- Profile / Settings: your contact details, billing address, TRN and language.
- Security: your sign-in email and last sign-in, and Sign out.
Accept or decline a quote
- Open the quote under Quotes.
- To accept: tick I confirm I am authorized to accept this quote., optionally enter your name, and click Confirm Acceptance. You see "Quote accepted. Thank you — the company has been notified."
- To decline: optionally give a reason and confirm. You see "Quote declined. The company has been notified." This cannot be undone.
An expired quote cannot be accepted. Contact the company for a revised quote.
How long the link lasts
- The Open Customer Portal button works once and for 24 hours.
- After that, you see "That login link is no longer valid. Enter your email below to receive a new one."
Get a new link
- Go to the company's portal sign-in page (the address is in the original email, ending in
/customer-portal/login). - Enter the email address the company has for you and click Send me a login link.
- The page says "If your email is registered, a login link has been sent. It is valid for 24 hours."
- Open the new email ("Open your … customer portal") and click Open Customer Portal.
If nothing arrives, check your spam folder. If you see Access Not Found, the company does not have that email on file; ask them to update it.
Time approval links
- Open the link. You see the work entry: Team member, Task, Date, Duration, Billable amount and the description.
- Enter Your name or role.
- Click Approve for billing, or enter a Reason for rejection and click Reject and send back.
Each link covers one entry and works for 14 days. If you see Link expired, nothing was changed; ask the project team for a refreshed link. Once you decide, the decision cannot be changed from the link.
Shared project links
The page shows the project's progress, completed and upcoming tasks, blockers and shared documents, or a single document. Some links ask for a Password first (the sender gives it to you separately). Some let you add comments or edit the document. If you see This shared page is unavailable, the link has expired or been withdrawn; ask the sender for a new one.
Staying safe
- Do not forward portal emails: the Open Customer Portal button signs in as you.
- On a shared computer, click Sign out when you finish.
- You can never be asked for a password by the portal. If an email asks for one, do not enter it.