The Client Company Customer Portal is a modern, self-service billing and invoicing automation platform designed for merchants in any industry. With off-the-shelf integrations for the top 25 commercial ERPs and support for any payment gateway, the portal delivers a complete account management experience without locking merchants into a single processor.
The portal empowers customers to manage invoices, make payments, and access statements on their own terms — anytime, anywhere, from any device. Merchants benefit from cost savings through compliant surcharging, convenience fees, and Level III interchange optimization, along with automatic account credits and real-time ERP synchronization.
Built on Clarity Ventures' Phoenix platform -- an enterprise-grade, secure, and extensible foundation designed for B2B account management.
Six core features and three optional modules that transform how customers interact with their accounts.
| Feature | Description | Benefit |
|---|---|---|
| Core Features | ||
| Invoice Management | View, search, and filter all invoices with color-coded aging indicators for current, 30, 60, and 90+ day balances. | Instant visibility into account status eliminates phone calls and manual lookups. |
| Online Payments | Pay single or multiple invoices using ACH, credit card, or pre-funded credit wallet. | Faster payments, fewer errors, and reduced processing overhead for both parties. |
| Pay on Account | Submit a single payment that automatically distributes across the oldest unpaid invoices first. | Simplifies bulk payments and ensures oldest balances are addressed first. |
| Consolidated Payments | Pay any combination of invoices in a single consolidated payment transaction. | Simplifies batch payments and reduces the number of individual transactions. |
| Quick Pay Links | Tokenized, secure links sent via email that allow one-time invoice payment without login. | Reduces friction for customers who do not need a full portal account. |
| Email Notifications | 20+ automated notification types covering invoices, payments, statements, and account events. | Proactive communication reduces inquiries and keeps all parties informed. |
| Optional Features | ||
| Monthly Statements | Access, view, and download monthly account statements as PDF documents. | Eliminates paper statement costs and provides instant 24/7 access. |
| Surcharging | Compliant surcharging and convenience fee recovery with automatic BIN-level card detection. | Recover processing costs while maintaining full regulatory compliance. |
| ERP Integration | Pre-built connectors for the top 25 commercial ERPs with bi-directional invoice and payment sync. | Gateway independence and automatic reconciliation without disrupting ERP workflows. |
Built for reliability, accessibility, and scale.
Fully managed cloud infrastructure ensures high availability, automatic scaling, and zero on-premise maintenance.
Optimized for desktop, tablet, and mobile devices so customers can manage accounts from anywhere.
Granular permissions control what each user can view and do, from admin oversight to customer self-service.
Full English and Spanish language support to serve a diverse customer base.
Enterprise-grade security at every layer.
Industry-standard JSON Web Token authentication for secure session management and API access.
Any Gateway integration with encrypted payment processing for credit card and ACH transactions.
Fine-grained permission controls ensure users access only the data and actions they are authorized for.
Learn how the Client Company Customer Portal can streamline operations, accelerate payments, and elevate your customer experience.
Contact Your Client Company Representative