The customer self-service portal is a secure, password-free online account that allows customers to view invoices and credit notes. Customers can also use the portal to make payments. The customer self-service portal is an important tool for enhancing the customer experience. It allows customers to access their accounts directly and keep track of their outstanding & paid invoice, credit notes, raise disputes, promise to pay and make payments.

Online Payments:They have the option to pay total outstanding balances, current due balance or overdue payment. They can also make partial payments against the selected invoices.

Raise and Track Disputes: Your customer can also raise disputes against the invoices where they see something wrong or have some concerns. All dispute-related communication can be handled through the portal itself without the need for phone calls or emails. This makes it easy for you to keep track of all the communication related to a particular dispute, and also ensures that your customer feels heard. This makes it much easier and more efficient to resolve any issues.

Promise To Pay: Your customers can notify you of the date by which they will make the payments through the customer portal after receiving the invoice or invoice related communication thus eleminating need to communicate through email or phone call. By doing so, they are committing to making the payment on that date. This Promise To Pay shows good faith on the part of your customer and gives you a chance to follow up if the payment is not received on time.

View Paid and Pending Invoices: Customers can view outstanding invoices through the portal. This is a great way to keep track of what’s owed and when it’s due. If an invoice is due soon, it will be marked as such; if it’s already overdue, it will be clearly labeled as such. This makes it easy to keep track of bill pay status and ensure that you’re always on top of your finances.

Credit Notes: Customers can view all issued credit notes through the portal. The portal displays the credit note number, date, value, customer name, customer address and expiry date.

Custom Payments Plan: Customers can see any custom plans offered against the invoice so they can make the payment in equated monthly/weekly/daily installments. This provides the customer with more payment options and makes it easier for them to budget their payments.

Early pay discount: Many businesses offer an early payment discount to encourage customers to settle their invoices quickly. This discount is usually a certain percentage off the total invoice amount, and is applied if the invoice is paid within a certain number of days. Customers can see the early payment discount offered through the portal, so they can decide whether or not to make an early payment. If they choose to do so, they will receive the discount and their account will be up to date. This can save them money in the long run, as well as help businesses maintain a healthy cash flow.

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