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Client Invoice & Payment Portal

Give your B2B customers the power to self-service their account balances and invoice requests.

keyboard with payment button and mouse
list of invoices
Give your customers the ability to access their invoices online 24/7

Streamline your operation, improve customer satisfaction and accelerate collections by giving your clients a place to view, print, and even pay all their outstanding invoices 24/7. One of Cloudfy’s premier B2B out-of-the-box features is the invoice payment portal which your clients would find right inside the same customer dashboard where they place their wholesale orders. By integrating with your ERP system, Cloudfy can surface these documents and account balances in near real-time in your customers’ dashboard.

Alleviate the strain put on your team from constant client calls and email requests  to submit balance payments or to obtain copies of all their invoices, especially around tax time when you may normally see a deluge of customer requests for all their invoices for the last year.

Increasing customer self-service habits will help free up your staff too so they can spend more time working on your business, and less time working in it. And offering a simple, accessible, streamlined payment process will help to increase the speed at which you are able to collect outstanding balance payments owed to your business.

Give your clients the ability to pay their invoices online

BENEFITS TO YOUR CLIENTS

View Invoices

Your clients get 24/7 access to their complete invoice history.

Download/Print

Your clients can generate local copies for reference and print.

Pay Balances

Your clients can login 24/7 to pay off their balances in full or in part.

BENEFITS TO YOUR BUSINESS

Reduce Costs

By automating your team's accounting responsibilities, you can reduce the high costs you otherwise pay for inefficient manual data entry tasks and associated human errors and procedural red tape.

Accelerate Collections

By making it easier for your clients to view their account balances and easier to submit their payments online, 24/7, you can accelerate the speed at which your accounts receivables get paid down.

Customer Self Service

By empowering your clients to perform accounting tasks 24/7 at their leisure, instead of waiting for your team to correspond, you'll see an uptick in client satisfaction. Especially for customers in other timezones.

RELATED FEATURE

Cloudfy’s Aged Debt Management tool gives you an accurate view of your B2B customers’ overdue payments. It shows you the total amount of money you’re owed by your customers and the average time it takes each of your customers to pay, and provides projections. Plus, your customers can check how much of their credit allowance they have used and get a clear view of their remaining credit limit. Learn more here.

If you’re looking for a self-service invoice payment portal for your B2B customers, contact us now to request your free demo.

inventory manager and tablet

B2B Features Out-of-the-box