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Customer portal

Your customers see their invoices, statement and payments, with no password to remember.

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14 features in 3 groups. Included in Starter, Business, Professional, Enterprise and Business (founding rate)

Customer portal in the Portal, with the sample company Demo Trading Co.

Customers call to ask for a copy of an invoice or their balance, and your team stops to answer each time.

With Customer portal

Invite the people at a Finance customer by email. They sign in with a one-time link and see what they owe and what they have paid, print their statement, follow their quotes and support tickets, and ask you to update their details. Each customer only ever sees their own account.

  1. Sign-in4 features
  2. What your customers see5 features
  3. What you control5 features

Group 1 of 3, 4 features

Sign-in

  • One-time email link, valid for 15 minutes and usable once; no passwords
  • An email used by several of your customers, or by several companies, chooses which account to open
  • Session ends after 30 minutes without activity and after 8 hours at most
  • English and Arabic, made for phones

Group 2 of 3, 5 features

What your customers see

  • Overview: balance due, overdue amount, open invoices and latest payments
  • Invoices with a link to view and pay; card payment when your gateway is set up
  • Statement by currency and period, ready to print or save as PDF
  • Credit notes, payments and receipts
  • Quotations, when you use Sales, and support tickets, when you use the Helpdesk

Group 3 of 3, 5 features

What you control

  • Switch customer sign-in on or off and choose the sections they see
  • Welcome text in English and Arabic
  • Invite people per customer, copy a sign-in link, disable access
  • Change requests for contact details come to you to review
  • A log of sign-ins and requests
What you control in the Portal, with the sample company Demo Trading Co.

How it works

  1. Switch it on

    Choose the sections and write a welcome.

  2. Invite your customers

    Pick the Finance customer and add their people.

  3. They sign in by email

    A one-time link opens their own account.

Works with

Apps it connects with inside the Portal. Each has its own presentation.

Settings and security

Settings you control

  • Customer sign-in on or off
  • Visible sections
  • Welcome text
  • Managed by owners and administrators

Your data stays your company's

  • Every company has its own separate books that no other company can see.
  • Two-step sign-in is required for owners and administrators.
  • Access by role: owner, administrator, accountant, staff, read only.

Plans that include it

Plans that include this app are marked. Every self-service plan starts with a 14-day free trial.

Starter

Includes this app
19 JOD / month
Choose Starter

Business

Includes this app
49 JOD / month
Choose Business

Professional

Includes this app
99 JOD / month
Choose Professional

Enterprise

Includes this app
On request
  • Everything in Professional, plus:
  • Appointments
  • No limit on users
Talk to us

Business (founding rate)

Includes this app
On request
Talk to us

Prices in Jordanian dinars per month.

Questions before you start

Do my customers need a password?

No. They enter their email and get a one-time sign-in link valid for 15 minutes.

Can a customer change their details?

They send a change request; you review it and update the customer record.

Open your workspace today

14-day free trial, no card needed. Two-step sign-in is on from day one.

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