Customer portal
Improve communication with your customers
With the Customer Portal within CreditManager, our cloud-based solution for accounts receivable management, you are able to improve your customer communication by giving them direct access to their invoices and the related details. You can use the Customer Portal with CreditManager from version 3.19 on.
Would you like to see more of the Customer Portal?
Why you want this add-on
Customer portal deepdive
The better the relation with your customers, the happier your customer will be. Happy customers = happy life.
Selfservice
Make it easy for your customers to view their invoices, make payments online, download copies of invoices, register a payment notice, register a complaint or ask a question from within the Customer Portal. In other words, self-service at any time of the day, including weekends. Convenient, insightful and time-saving. Not only for your customer, but also for your own credit management department.
- Registration URL in output
- Secure connection with authentication
- Logo and company name per portal possible
Manage outstanding invoices
Every customer can safely access the Customer Portal, view invoice details and select invoices to perform actions on. This way your customers can easily manage their outstanding invoices. All actions your customers perform in the portal are automatically synchronised with CreditManager. Assuring your credit management is always up-to-date. This makes it easy for your customers to manage their outstanding invoices.
- View invoice details
- Select invoices to perform actions
- Easily manage outstanding invoices
- Make payments online
- Download copy invoices
- register payment notice & complaints
Your and your customer's benefits
- Improve communication with your customers
- Customer Portal available per customer and separately per administration
- Self-service: Your customer can make payments directly online and perform other actions
- Time saving for your customer, but also for your credit management department
- Logo and company name per portal possible
- Synchronisation with CreditManager
- Secure connection with authentication
- Suitable for mobile devices
Interested in this software add-on?
Add the Customer Portal to CreditManager. We are excited to help you out or to answer more questions. Just reach out to us via the contact form.
