ShopView Customer Portal - FAQ and Troubleshooting
This guide covers everything our customers ask about the ShopView Customer Portal. It is built from real support tickets and is the source of truth for Fin AI Agent.
What is the Customer Portal?
The ShopView Customer Portal is a branded, all-in-one space where your customers can:
Log in to view their invoices and payment status
Approve or comment on work orders and estimates
Submit new service requests (with location and asset selection)
View, add, and manage their assets / units
Pay invoices online via Stripe / Shop Pay (card or, where supported, bank transfer / ACH)
Customer login URL: https://portal.shopview.com/login
To access the Customer Portal from inside ShopView: click your Company name in the top-right corner, then select Customer Portal from the dropdown.
Frequently Asked Questions
How do I invite a customer to the portal?
Open the customer's contact in ShopView and trigger the portal invitation.
The customer will receive an email with a one-time link to set their password and sign in. If they don't see it, ask them to check spam/junk first; if it's still missing, re-trigger the invite from the contact, or remove and re-add the contact email to fire a fresh invitation.
Can my customers pay invoices through the portal?
Yes. Once Stripe / Shop Pay is enabled and your Stripe account is fully active, customers can pay invoices directly from the Customer Portal using a card or, where supported, a bank transfer (ACH). Some banks may not support ACH - in that case ask the customer to pay by card instead.
Can customers submit service requests through the portal?
Yes. Customers can create new service requests from the portal, choose the asset and the location, and add details. A previous bug where the Location field would clear after picking a service date has been fixed in production.
Can customers add new assets through the portal?
Yes. Customers can add a new asset directly from the Customer Portal. Make sure to fill in the Unit Number field - it is part of the asset form.
How does invoice status sync between ShopView and the portal?
When you mark an invoice as Paid inside ShopView, the portal updates automatically. If you ever see a paid invoice still showing as Unpaid in the portal, see the troubleshooting section below.
Troubleshooting
1. A customer can't log into the Customer Portal
Confirm the customer received the original portal invitation email.
From inside ShopView, send a password reset email to that contact and share the login URL: https://portal.shopview.com/login
Ask the customer to try logging in again after resetting their password.
If they still can't log in, capture a screenshot or the exact error message and contact support.
2. I clicked Customer Portal inside ShopView but nothing happens
Your browser is most likely blocking the pop-up.
Look for the small pop-up blocked icon in your browser's address bar.
Click it and select Always allow pop-ups from this site.
Then click Customer Portal again - it will open in a new tab.
3. The customer never received the portal invitation email
Ask them to check spam / junk / promotions / quarantine folders.
Re-trigger the invite from the customer's contact in ShopView.
If still not delivered, remove and re-add the contact - this fires a fresh invitation.
If invites are missing for multiple customers on the same domain, escalate to support so we can check delivery logs.
4. An invoice shows as Paid in ShopView but Unpaid in the Customer Portal
This is a sync issue between the internal invoice status and the portal display. A fix has been shipped through engineering. While the fix is rolling out:
Confirm the payment is recorded correctly internally.
Let the customer know the portal status will refresh automatically once the patch is live.
If still stuck after the next release, contact support with the invoice number.
5. Customers are not getting email notifications for new invoices
Verify that invoice email notifications are enabled in your Customer Portal settings.
Confirm the customer's email on file is correct and that they previously received the portal invite.
Ask the customer to check their spam / junk folder.
If notifications aren't firing for any customers, book a configuration review screen-share with support.
6. Shop Pay / Stripe is enabled but Payment Settings don't show in the portal
This almost always means your Stripe account is not in an Active state. The most common reason is Payouts Suspended - Stripe is waiting on verification documents or business details.
Log into Stripe directly.
Review the alerts banner at the top of your Stripe dashboard.
Complete any pending verification steps.
Once Stripe shows Active, the Payment Settings section will appear automatically inside the Customer Portal.
7. Customer says ACH / Bank Transfer is unsupported at checkout
Bank Transfer is enabled on the ShopView side. The limitation is on the customer's bank - some banks (including certain regional and smaller banks) are not supported by Stripe ACH.
Workaround: ask the customer to pay by card instead.
If you have a screenshot of the exact error, send it to support so we can confirm the bank's status with Stripe.
8. A customer can't select a Location when submitting a service request
This was caused by a known bug (Location Field Clears After Selecting Desired Service Date) and has been fixed in production.
Have the customer refresh the browser or clear their cache.
Retry the service request from scratch.
If it still fails, capture a screenshot and send to support.
9. A user accidentally removed their own Administrator role
Admin role changes can't be self-restored from the user's own account.
Contact ShopView Support.
Our backend team can restore the administrator role on the affected user.
Once restored, the user can access the Customer Portal again from their company dropdown.
10. On mobile, a customer can't tap an asset on the customer page
This is a known mobile-app formatting issue (work orders can block tap targets).
Workaround: rotate to landscape, or open the customer profile from the web Customer Portal where asset selection works normally.
A permanent fix is in the mobile-app backlog.
Quick reference for support agents
Customer login: https://portal.shopview.com/login
Open portal from ShopView: Top-right company name, then Customer Portal, then allow pop-ups if needed
Most common fixes: password reset, re-trigger invite, allow pop-ups, complete Stripe verification, switch ACH to card
Always escalate to support if: the customer is on the latest release and the issue still reproduces after the standard steps above