"Can you resend that invoice" stops
Every document they are a party to is already there, with its PDF.
Customer portal
Where your customers read the invoice instead of asking for it
Their own sign-in, on your name and logo, with every document drawn exactly as it prints — and a way to ask about one.
What changes
Customer portal, once it is in one place
They see a document, not a table
The invoice is drawn from the same renderer as the PDF, so the page and the file cannot disagree.
A question arrives with its invoice
Raised from the document, it reaches your desk with the number already attached.
It is your business, not ours
Your logo, your name, your colour. Nothing on it says the name of the software.
How it works
Four steps, and then it runs
-
01
Switch it on
Per client, from their record. Access is off until you give it.
-
02
They get in
A one-time link by email, or a password they set themselves.
-
03
They read and act
Invoices, PDFs, what is outstanding, and a quotation they can accept or decline.
-
04
They ask
And it lands on the same support desk your team already works.
In scope
Everything this module covers
Every document
Invoices, quotations, notes and receipts.
Drawn as it prints
The same renderer as the PDF.
PDF download
The file itself, on your letterhead.
Accept a quotation
Or decline it, with the answer on your side.
Outstanding & overdue
In their own currency, never summed across.
Ask a question
Against an invoice, onto your desk.
The whole thread
Your replies, where they can read them.
Magic link or password
Whichever suits that customer.
Your branding
Logo and name throughout.
Access per client
Off by default, revocable.
No seat charged
Customers are not users.
Nothing editable
They can read and answer, not change.
The rest of it