Customer Portal

The key to staying on top of your invoices and accounts receivable is letting customers know the current status of their invoices. Offering clients an online payment portal allows them to see the current invoices, past payments and encourages them to make payments on time.

Customer portal module of the SRM product suite brings the customer closer to credit and collections operations of the organization and help them achieve more profitable customer relationships.

Electronic Invoice Presentment and Payment.

  • Customers can manage all account-specific activities like view open invoices, download account statements, create disputes and make payments.

  • Once a customer creates a dispute or promise, the built-in workflow automatically creates actions and assign tasks to appropriate owner who will take corrective steps.

  • Supports multiple invoice formats and letter templates and automated delivery of invoice through email, post or on the portal.

  • Support for multiple payment formats across ACH, Credit Cards, Prepaid-Cards, Virtual Cards, and e-Checks to pay their invoices.

Invoice Presentment and Payment

Avoid payment delays as the customer will have 24 X7 access to invoice information and online payment options.

Online dispute resolution and management

Save manual effort on dispute creation and realize payments faster.

Get Closer to your Customers

Increase in customer satisfaction with enhanced transparency and self service reducing noisy communication.

Secure access and confidentiality

Users are authenticated using proper protocol and information further secured using secured socket layer (SSL) encryption.

COLLABORATE
BETTER WITH YOUR CUSTOMER.

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