Self-service for your customers
Increase customer satisfaction. Reduce phone calls for customer service.
Customer Portal for Microsoft Dynamics provides your customers with a self-service portal to view sales orders, invoices and make payments to invoices.
Customers can view transaction history. Filters exist to show all open invoices, invoices due today, due in next 30 days, created in the last 7/ 30/ 60 days etc.
Figure 1. Customers can login and view open and closed invoices
In addition, customers can search for invoices with a custom date range, invoice number and other criteria.
Electronic Payments with ACH and Credit card for your open invoices
Improve cash flow and eliminate paper checks
Customer Portal allows your customers to make electronic payments for invoices via ACH/ electronic checks and credit cards.
Figure 2. Payment of Invoices via ACH/ Direct Debit to bank account
Customers can also maintain their bank accounts and credit card wallet so that they do not need to re-enter this information when they make a payment
Figure 3. Payment for open invoices with Credit Card
Secure Hosted solution with attractive subscription pricing
No hardware to setup and maintain
Your customer portal can be up in hours. No web servers required. Secure infrastructure hosted on Microsoft Azure with SQL Server. Fully secure with 256 bit encryption and certified for PA DSS 1.2 by the PCI Standards Council.
Priced at $399 per month for unlimited users. Email
for more information