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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

Portal invoice and shipment pages are list-based The portal currently uses invoice rows and expandable shipment rows. Do not tell customers to open a separate invoice detail page or shipment detail URL.

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Review Portal Invoices

Customers open Invoices from the portal sidebar. The page shows invoice counts, unpaid and overdue summaries, outstanding balance, invoice status tabs, search, invoice rows, balance due, payment state, a PDF download action, and a Pay button when an invoice still has a balance.

Customer portal Invoices page with invoice KPI cards, status tabs, invoice rows, due dates, balances, Pay buttons, and PDF download actions

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Pay An Open Invoice

When a customer clicks Pay, the portal opens a confirmation modal with invoice total, amount paid, and balance due. Continuing sends the customer to the portal Payments flow with invoice and amount context.

Customer portal Pay Invoice modal showing invoice total, amount paid, balance due, and Continue to Payment button
  • PDF download: opens the customer-facing invoice PDF in a new browser tab.
  • Pay button: appears when the invoice has a remaining balance.
  • Paid invoice: remains visible for history, but should not show a pay action.
  • Overdue label: helps customers identify invoices past their due date.
Search and KPI totals can depend on backend data If invoice stats are unavailable, the portal may show a current-page summary. Treat invoice rows and balances as the most important customer-facing source on the page.

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Track Portal Shipments

Customers open Shipments from the portal sidebar. The page shows shipment counts, active shipments, carrier, tracking number, delivery status, shipped date, estimated delivery date, and carrier tracking link.

Customer portal Shipments page with shipment KPI cards, shipment rows, carrier badges, tracking numbers, statuses, shipped dates, and estimated delivery dates

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Expand Shipment History

Customers can expand a shipment row to see the current status, carrier service, tracking number copy action, external carrier link, and tracking history events. The history loads when the row is expanded.

Expanded customer portal shipment row with out for delivery status, carrier card, tracking number, copy action, external carrier link, and tracking history
Use public tracking links for one shipment If the customer only needs tracking for one package, send the public tracking link. If they need to review many shipments, use the full portal Shipments page.

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Staff Checklist

  1. Confirm the customer is logged into the correct account.
  2. Confirm the invoice or shipment belongs to that account and entity.
  3. Confirm the invoice is posted and customer-visible before expecting it in the portal.
  4. Confirm the package has a tracking number and carrier status before promising live tracking detail.
  5. Use the public payment link or public tracking link for one-off customer requests.

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Common Blocks

  • Invoice missing: confirm the invoice belongs to the portal account and is customer-visible.
  • Pay button missing: the invoice may be paid, voided, not payable, or portal payments may be disabled.
  • PDF does not open: confirm the invoice PDF can be generated and the customer’s browser allows new tabs.
  • Shipment missing: confirm the order was shipped and the package belongs to the customer’s account.
  • Tracking history is empty: the carrier may not have scanned the package yet.
  • Carrier page differs from Arcus: the carrier site can update before Arcus receives the next tracking event.

Customer Portal Overview

Understand portal login, dashboard, customer navigation, setup requirements, and account-scoped visibility.

Portal Payments and Payment Methods

Review customer portal payment history, payment starts, saved methods, and common payment blocks.

Public Order, Payment, and Quote Links

Use tokenized public links for customer order view, payment, shipment tracking, and quote approval.

Invoice Management

Find, create, post, send, pay, correct, and void customer invoices.

Shipments and Rate Preview

Track packages, review shipment details, export shipment rows, and preview carrier rates without buying labels.

Record Customer Payments

Record cash, card, ACH, check, wire, external, terms, or credit payments.