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Best-In-Class Client Invoice & Payment Portal for B2B Sales

Simplify your admin responsibilities by empowering your clients to self-service all their accounting and invoice needs

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 software, 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.

By providing your clients a software that will allow them to increase customer self-service habits, it will serve to 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.

Best-In-Class Client Invoice & Payment Portal for B2B Sales
Give your clients the ability to pay their invoices online


View Invoices

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


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.


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.


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.


Your Cloudfy setup comes complete with a rich slate of automation tools and customer self-service features designed to minimize the reliance on your staff for routine tasks. Less admin burden, simpler IT stack, and smoother customer experiences – all out-of-the-box in a fast, turn-key setup.

SAVE $$$

Boost your bottom line by lowering your IT costs and reducing your admin expenses. Cloudfy’s automation tools can slash your processing costs and eliminate multiple software licenses. Plus, you benefit from the IT savings of a done-for-you SaaS solution over pricey in-house development.


Your Cloudfy solution includes the premier slate of b2b ecommerce features for multi-national distribution that can be switched on as your business scales and your needs adapt: EDI ordering, Punchout, Multi-Store Configurations, Multi-Warehousing, Multi-Currency, Multi-Lingual and so much more.

ERP Systems Integration

Cloudfy comes out-of-the-box with pre-built ERP System Integrations so launching your connected ecommerce webstore is just a simple, routine configuration task. This turn-key dynamic expedites your time-to-launch and keeps your setup and maintenance costs way down.

B2B Ecommerce ERP



Streamline your operation, improve customer satisfaction and accelerate your quote-to-cash cycle by giving your clients their own easy-access portal to tackle any-and-all routine requests including:
Mobile Sales Person App-9

Complex Requirements? Bring it on!


Featured Case Studies

Complex Requirements? Bring it on!


Featured Case Studies


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