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This guide will help you to quickly set-up and utilize the Client Portal. Topics covered:
Client Portal Invite links are sent to all new clients and are valid for 30 days once they are sent. If 30 days have passed, and you never used your invite link, you’ll have to request a new Portal Invitation Email from Winkler. If you have not received an invite please call or email our office.
When accepting the portal invitation in the email, you’ll set your password and bookmark the URL for the Client Portal so you can log in whenever you want to review proposals or invoices.
After your password is set, you will be redirected to the login page. You can then log in to your portal account for the first time.
Click to access: Client Portal Link
To log-in to the portal, enter the email address and password that you created at the time of sign up.
If you change your email address, you will need to reach out to Winkler to update your information.
Reset Password: If you cannot remember your password, you can request a new password on the login screen by selecting Forgot Password?
Note: Winkler cannot see your passwords; it’s up to you to reset your password if you do not have access to your old password.
Once you are logged in, your dashboard will be displayed.
To add a payment source, click the Welcome button and then Manage Payment Methods.
Click Create Payment Method to add a new payment source.
To add an ACH/E-Check payment method: Select the Create Payment Method box, then under the payment type drop down, choose ACH/eCheck.
Under the Routing/Account Number, enter your bank information separating the routing and the account number with a “/”.
⚠️ No spaces or special characters besides “/” should be used in this box.
After entering the bank information, you can decide to make this a default payment method by checking the Default Payment Method checkbox.
When all information is entered, select Create Payment Method.
To add a Credit Card Payment Method: Select the payment type of credit card, and enter the details to save your card onto your Client portal account. Then, this card could be used for future transactions.
If you receive a Proposal for work, you can view, accept, and sign inside your Client portal account with the use of an Electronic Signature.
Viewing a Proposal: From the dashboard click Proposals; then click the vertical three dots to View or Sign. Viewing will display a preview of the opportunity proposal to download and save, or print.
Signing a Proposal: To sign the proposal, select Sign. The Electronic Signature window will appear.
When the proposal is signed and submitted, your District Manager will receive an email notifying them that the proposal was signed.
Viewing Invoices: To review line item details inside of your invoices, click Invoices, then click the vertical three dot icon, then, select View. Viewing an invoice inside of the Client Portal shows a copy of the invoice sent to you. You can download and print the invoice on this screen.
Paying Invoices: After the invoice is viewed, you can select Pay to complete payment.
Payment by ACH:
Payment by Credit Card:
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