Empower Your Customers with a Self-Service Portal
Provide transparency, simplify payments, and streamline communication with a comprehensive customer portal that enhances customer experience and accelerates collections.
See how our customer portal can transform your customer experience in just 30 minutes.
Portal Overview
Everything Your Customers Need in One Place
Our Customer Portal is designed to streamline the financial relationship between you and your customers, enhancing transparency and accelerating the payment cycle.
Centralized Dashboard
A comprehensive view of all invoices, payments, and account activity in one place for your customers.
Invoice Management
Customers can view, download, and verify invoice details including line items, taxes, and due dates.
Online Payments
Multiple secure payment options that make it easy for customers to pay through their preferred method.
Communication Center
Integrated messaging system for queries, disputes, and general communication about financial matters.
Transform Customer Experience & Accelerate Cash Flow
By giving your customers a dedicated portal with all their financial information, you'll reduce support queries, eliminate payment friction, and significantly improve your days sales outstanding (DSO).
Invoice Management
Complete Invoice Visibility and Control
Give your customers instant access to all their invoice information with powerful tools to manage, track, and pay their outstanding bills.
Real-time Invoice Status
Customers can see the real-time status of their invoices—whether they're draft, issued, partially paid, or fully paid.
Detailed Invoice View
Every invoice shows line item details, applicable taxes, payment terms, and due dates for complete transparency.
Document Download
Customers can download invoice PDFs, supporting documents, and payment receipts for their records.
Historical Data Access
Access to complete invoice history with advanced filtering and search capabilities for easy reference.
Dispute Management
Simple process to flag specific invoices or line items for review, with a dedicated communication channel for resolution.
Custom Notifications
Customers can set preferences for receiving notifications about new invoices, upcoming due dates, and payment confirmations.
Ready to eliminate invoice-related queries?
Our customer portal reduces support calls by giving customers the information they need, when they need it.
Schedule a Demo →Payment Options
Multiple Ways to Get Paid Faster
Offer your customers flexible payment options that make it easy for them to pay how they want, when they want.
Flexible Payment Methods for Every Customer
Remove payment friction by giving your customers multiple secure ways to pay their invoices. Our customer portal integrates seamlessly with leading payment processors to provide a smooth, secure experience.
Credit/Debit Cards
Accept all major credit and debit cards with secure PCI-compliant processing.
- Instant confirmation
- Auto-reconciliation
- Saved payment methods
- Low processing fees
Bank Transfers
Enable ACH, NEFT, RTGS, and international wire transfers for larger transactions.
- Lower transaction costs
- Multiple account support
- Automated instructions
- Status tracking
Digital Wallets
Integration with popular digital wallets for fast, convenient payments.
- One-click payments
- Enhanced security
- Mobile friendly
- No card details needed
Payment Links
Generate secure, shareable payment links that can be sent via email or messaging.
- Expires after payment
- Customizable
- Track opens/clicks
- Multiple payment options
of customers prefer to pay online
faster payment with digital options
reduction in payment processing time
Ledger & Statements
Complete Financial Transparency
Provide your customers with comprehensive account statements and ledger views for complete transparency and easier reconciliation.
Complete Financial Record-Keeping
The ledger functionality provides a comprehensive financial record between you and your customer, making it easy to track all transactions, resolve disputes, and maintain accurate books.
Real-time Financial Status
Customers get a complete view of their account status, outstanding balance, and payment history in real-time.
Transaction History
Detailed log of all financial transactions, including invoices, payments, credits, and adjustments.
Statement Downloads
Generate and download account statements for any time period in multiple formats (PDF, CSV, Excel).
Advanced Filtering
Powerful filters to sort and analyze transaction data by date, amount, type, and status.
How Ledger Functionality Benefits Both Parties
Benefits for Your Business
- Reduced dispute resolution time with clear transaction records
- Fewer payment inquiries and accounting discrepancies
- Enhanced professional image with enterprise-grade financial tools
- Streamlined month-end and year-end reconciliation processes
Benefits for Your Customers
- Self-service access to financial records without contacting support
- Easier reconciliation of their accounts payable with your records
- Ability to export data in formats compatible with their accounting systems
- Greater confidence in the accuracy of financial records and trust in your business
Communication Hub
Streamlined Customer Communication
Keep all financial discussions in one secure place, reducing email volume and providing better context for faster issue resolution.
Why Communication Matters in Financial Relationships
Clear, contextual communication is essential for resolving financial questions quickly. Our portal consolidates all discussions in one secure environment, organized by invoice, topic, or date for easy reference.
Business Impact
Companies using centralized communication portals for financial discussions report 45% faster dispute resolution and a 30% decrease in payment-related support tickets.
Key Communication Features
Centralized Message Center
All communications organized in one place, with message threading for clearer context around specific invoices or issues.
Invoice-Level Discussions
Attach conversations directly to specific invoices or transactions for better context and easier reference.
File Attachments
Securely share documents, receipts, and other files directly within the communication thread.
Mobile Notifications
Optional push notifications for new messages, ensuring timely responses to important communications.
Real-time Chat
Instant messaging capabilities for quick resolution of simple inquiries and payment questions.
Message Templates
Pre-built response templates for common questions, speeding up communication for both parties.
"Since implementing the communication hub in our customer portal, we've seen our payment disputes drop by 60% and our average resolution time decrease from 5 days to just 8 hours. It's transformed how we interact with our customers."
Sarah Johnson
CFO, Enterprise Solutions Ltd
Frequently Asked Questions
Common Questions About the Customer Portal
Get answers to the most common questions about implementing and using our customer portal solution.
The customer portal accelerates collections by providing customers with 24/7 access to their invoices, payment options, and account status. By making it easy to view, dispute, and pay invoices, you'll reduce friction in the payment process. Our clients typically see a 20-30% reduction in Days Sales Outstanding (DSO) after implementation.
Yes, the customer portal is fully customizable with your company's branding, colors, and logo. You can create a seamless experience that feels like an extension of your existing digital presence, reinforcing your brand identity throughout the financial relationship.
All communications and file transfers within the portal are encrypted using industry-standard TLS protocols. Access is strictly controlled through multi-factor authentication, and all sensitive data is encrypted at rest. The system complies with major security standards including PCI DSS, SOC 2, and GDPR requirements.
Yes, customers can download individual invoices, payment receipts, and comprehensive account statements in multiple formats (PDF, CSV, Excel). The portal maintains a complete archive of all financial documents, which customers can access and download at any time.
The portal supports a wide range of payment methods including credit/debit cards, ACH/bank transfers, digital wallets, and international wire transfers. You can configure which payment methods to offer based on your business needs and customer preferences.
Our customer portal integrates seamlessly with major ERP systems, accounting software, and CRM platforms through standard APIs and pre-built connectors. We support both real-time synchronization and scheduled batch updates depending on your technical requirements.
Yes, you have granular control over what information is visible to customers. You can configure access permissions at both the customer and user level, allowing you to determine exactly what financial data, documents, and functions each user can access.
Most implementations take 4-6 weeks from start to finish, including system integration, data migration, branding customization, and user testing. Our implementation team will work closely with you to ensure a smooth transition and proper staff training.
Still have questions?
Our team is ready to help you understand how the customer portal can be customized for your specific business needs.
Get Started
Ready to Transform Your Customer Experience?
Implementing our Customer Portal is straightforward. Our implementation team will guide you through each step of the process.
Discovery Call
We'll discuss your specific needs, current invoicing challenges, and how our customer portal can help.
Custom Demo
See a personalized demonstration of the portal configured for your industry and specific requirements.
Implementation Plan
Our team will create a detailed implementation roadmap tailored to your business processes.
Go Live
We'll handle the setup, integration, and training to ensure a smooth transition for your team and customers.
Start Providing Your Customers with a Better Payment Experience
Our Customer Portal solution can be implemented in as little as 4 weeks. Schedule a demo today to see how it can transform your accounts receivable process and improve your cash flow.
Request a Demo
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