Self-Service Customer Portals For Managing Copy Documents & Payments

Allow your customers to access copy invoices and make payments against them 24/7.

Self-Service Customer Portals For Managing Copy Documents & Payments

Our custom built customer portals allow your customers to self-serve when it comes to the regular day to day management of their accounts.

From obtaining copy documents to querying an invoice and making a payment online, our portals can be developed to your requirements to meet the needs of your customers and thus reduce the amount of administrative tasks your team has to perform.

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Bespoke Customer Portals
Bright HR
HR Inform
The London Clinic

Our customer portals are feature rich with unlimited capabilities depending on your requirements

Online Payments

We can integrate with your chosen payment gateway to enable you to take secure, PCI compliant payments from your customers.

Auto Reconciliation

Transactions can be reconciled with your accounts receivable software in a number of ways to speed up the process.

Copy Documents

Allow your customers to download copy documents including invoices, credit notes and other files you want to provide.

Invoice Querying

Your customers have the ability to query their invoice which will send an email to your team to pick up and deal with.

Telephone Payments

Enabling MOTO payments allows you to take card payments over the phone and record the payment against the relevant invoices.

MI Reporting

See various reports on how your customers are interacting with your portal including document downloads, logins, transaction values etc.

How we work with you

1. Scoping of

Firstly we'll work with your team to scope out the requirements for your customer portal to establish what needs to be built, what data is needed and the format of the data.

2. Development & Integration

We'll develop your portal to meet the established requirements, including integration with your data and systems where needed.

3. Launch & Ongoing Support

Your customer portal is launched, and we'll continue to work with you to support your portal and develop additional features as and when needed.

How our pricing works

Setup & Development

A one-off, fixed cost covers the initial scoping, development and setup of your customer portal.

Support & Hosting

A monthly cost to cover the hosting, maintenance and support for your customer portal.

Transaction Fees

A fixed fee per transaction is applied to completed transactions, regardless of value.

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