The customer portal is where your customers can see what's happening with their account, raise disputes, and ask account managers questions.
How do account managers access the portal?
Once you choose the customer you want to engage with, you can click the box with the arrow next to the customer name. This will open another tab with the portal.
How do customers access the portal?
When you issue an action, the customer receives a link to the payer portal to view the full status and your payment statements.
How do customers raise questions in the portal?
When the customer wants to ask a question, they simply log into the customer portal and select the menu bar for the relevant invoice in question. They'll see an option to 'Ask a question.' They should click this.
Once they click the option, they'll be able to write their question and submit! Easy.
How do customers raise disputes?
For disputes, follow the same process as raising a question. However, select 'Raise a dispute' this time. The customer will be able to select from a list of predefined dispute categories or submit their own. They'll also be able to add attachments if needed.
How do customers pay invoices?
When customer wants to pay, they should click the 'TO PAY' tab and select the invoices they wish to pay and then select 'PAY SELECTED'. If they wish to pay all outstanding invoices, the can do that as well by selecting 'PAY ALL'.
The customer will then be prompted to enter their email and click 'Continue' and will receive a confirmation email and screen upon successful payment.
How do customers generate an account statement?
Now, your customers can easily generate their own account statements. Simply, click 'Get Report' or 'Get Statement' at the top of the page.
This will trigger a pop-up that will allow your customer to pick the time frame for the invoice and see the full statement. Easy peasy!