Client Company Customer Portal

Your Account, Simplified

⚠ The Problem

  • Manual invoice tracking across paper and email
  • Phone-based payments tie up staff and customers
  • Paper statements cost time and money to produce
  • Limited visibility into account aging and balances
  • Collections delayed by slow, manual processes
  • Limited payment options for ERPs

✓ The Solution

  • Self-service portal for complete invoice management
  • Online payments via ACH, credit card, or credit wallet
  • Instant digital statement access and download
  • Real-time account visibility with aging indicators
  • Automated notifications keep everyone informed
  • Save w/ Surcharging & Level III optimization
Core Features
📄

Invoice Management

View all invoices with color-coded aging indicators for 30, 60, and 90+ days past due.

💳

Online Payments

Pay single or multiple invoices with ACH, credit card, or credit wallet.

💰

Pay on Account

Single payment auto-distributes across oldest unpaid invoices first.

💰

Consolidated Payments

Ability to pay any or many invoices in a single consolidated payment.

🔗

Quick Pay Links

Pay invoices via a secure link without creating an account or logging in.

📧

Email Notifications

20+ automated alerts for invoices, payments, statements, and account events.

Optional Features
📋

Monthly Statements

Access and download monthly account statements as PDF anytime.

💸

Surcharging

Recover processing fees with compliant surcharging or convenience fees.

🔌

ERP Integration

Off-the-shelf integrations for the top 25 commercial ERPs.

Why It Matters
24/7
Account Access
70%
Reduce Payment Processing Time
Zero
Paper Statements
Faster
Collections Cycle

Ready to get started? Contact your Client Company representative today.