Customer Self-Service Portal

Deliver even greater value to your customers by offering new ways to access information and perform key activities online.

The Acumatica Customer Self-Service Portal enables you to create a customer experience where they can access their information such as financial statements, invoices, contracts, support cases and more online to help users find answers and resolve their issues.

The portals work with your Acumatica modules such as Finance, CRM and Sales Order Management to provide helpful tools that allow your customers to see all of the relevant information about their interactions and perform account-related activities online. The portal helps you communicate with your customers and reduce customer support questions by providing anytime access to your document sharing and knowledge base.

  • Customer enquiries – Give your customers the ability to see all of their historical documents, balances, due dates, payments and amounts due. Customers can also update address, contact and user access details.

  • Always accessible – Through the portal, customers can access their account information 24 hours a day, 7 days a week, without having to pick up the phone or sending an email.

  • Online payments – Customers can view their invoices, make payments, and store credit cards on the portal. Deliver payment flexibility by enabling customers to submit payments anytime from anywhere.

  • Document sharing – An area of the portal that provides a secure location to share documents, marketing material, educational material, company policies and FAQs with customers.
  • Online ordering – Customers, business partners and resellers can view inventory items and place orders themselves – speeding up the ordering process and freeing your sales team to focus on other activities.

Customer Self-Service Portal key features

Customers can access their account information, create and manage support cases, and create and track online orders – all without picking up the phone or sending an email. All of these services are available 24 hours a day, 7 days a week.

Customers can view and promptly update their contact and address information to keep the most up-to-date data in the system at all times.

Customers have the ability to see all historical documents, invoices, balances, due dates, payments received and amounts due.

Submit new cases which flow seamlessly into the Acumatica back office. The customers can view the cases that they have submitted, track the statuses of these cases, provide additional information when required as well as close and reopen cases.

Enable customers to view invoices and statements, make payments and store credit cards from within the Acumatica Self-Service Portal.

With a direct link to the Acumatica Distribution Management applications, your business partners can use the Self-Service Portal to browse inventory and place orders online 24 hours a day, 7 days a week. The customer can track the status of the order and shipment and view the invoice, keeping them fully in the loop without having to pick up the phone.

You can give your customers access to the products that you sell along with their descriptions, images and prices. You can control which products are visible to each user and which warehouses goods can be shipped from.

Inventory and pricing information is always up-to-date because it is connected to the same database as your other Acumatica applications.

The Self-Service Portal provides a secure location to share important content with customers, such as marketing and technical documents – all without the need to build a separate webpage.

The Knowledge Base is designed to host support references, such as information on specific solutions, frequently asked questions and common troubleshooting issues and their resolutions. The articles ensure that your customers can search the knowledge base to find answers to their questions as and when they want.

The Portal includes user-defined fields to customise the interface and delight customers by keeping relevant information within easy reach.