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Customer invoice portal

Give customers a place
to check their invoices.

Your accounting software keeps the records. prtaldgives customers a branded login for outstanding invoices, statement-style history, past payments and the other jobs you need them to complete.

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Why the emails keep coming

Your accounts system works for you, not your customers.

  • Customers cannot simply log in to your accounting system and help themselves.
  • Your team ends up resending invoices again and again.
  • Statements, payment questions and old invoices keep coming back by email.
  • Customers have to ask you for things they should be able to find themselves.
What PORTALD fixes

Let customers check invoices themselves

Match each customer to the right accounting contact and PORTALD gives them a clear invoice view. Your team keeps using the accounting software it already knows.

Outstanding invoices

Customers log in and see what still needs paying without asking your team to resend the same PDF.

Statements and history

Customers can find past and paid invoices without searching old email threads.

Invoices with the rest of the customer record

The same login can also hold forms, uploads, signed documents and updates.

Simple for your customer

Show customers the useful bits, not the accounts system.

Your customer just logs in, sees what is outstanding, checks what has been paid, and finds the documents they need. Your team keeps using the accounting tools it already trusts. PORTALD gives the customer the simple login.

What changes

Fewer requests for invoice copies.

Your business controls the accounting connection. Customers get a clear PORTALD login and can find old invoices themselves.

Start with your own customers

Set up an invoice portal during your free trial

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Branded client portals for UK small businesses. One place for customers to log in, complete forms, upload documents, sign forms, read updates and check invoices.

Built and operated in the UK

PORTALD is a trading name of IT BOFFINS LTD, company number 12408554.

20 Tanners DriveBlakelands, Milton KeynesMK14 5BNVisits by appointment only

01908 410917·hello@portald.co.uk

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How it works
Features
Customer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer formsAI document checker
About
Contact
Pricing
Accounting invoice portal

Company

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Industries

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