The customer portal

A tokenised link where a customer can see their documents, download a statement and pay online.

Every customer can be given a portal link. It carries a token rather than a password, so there is no account for your customer to create.

What they can do: view their invoices, estimates and statements; download PDFs; accept or decline an estimate; and pay online by card or bank transfer.

What you see: Portal activity records every view, download, acceptance and payment — useful evidence when a customer says an invoice never arrived.

Payments made in the portal are applied to the invoice automatically and appear in the deposit like any other receipt.

Vendors get an equivalent view of their bills and remittances.