Reduce support queries and strengthen customer relationships by offering a self-service portal where customers can view their full transaction history and download documents directly.
What Customers Can Access:
- Sales Orders: View all orders with line detail, amounts, and expected dates
- Shipments: Track dispatched goods and shipment documentation
- Ledger Entries: See invoices, credit memos, payments, and outstanding balances
- Statements: Download customer statements with opening and closing balances
- Document Downloads: Download sales orders, invoices, shipments, and credit memos as PDF
Customer Dashboard KPIs:
- Upcoming orders and recent shipments
- Monthly invoices, credits, and payment summaries
- Year-to-date and prior-year comparisons
- Current balance and overdue tracking