Customer Portal for Sage 300cloud

Customer Self-Serve with Payments, Orders
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Online Payments

Provide online self-serve capabilities to your customers quickly and affordably with the Customer Portal. That includes the ability for customers to pay invoices online through a secure payment process that is integrated to any major credit card processor in North America and some international processors as well. We are committed to supporting all major credit card processors. Contact us to find out if your processor is supported or how it can be. Payments are automatically inserted into a Sage AR Receipt batch for processing.

Online Payments

Pay Multiple Invoices

  • Customers can select to pay multiple invoices in one credit card transaction process.

Click-to-Pay

Include a clickable link on your emailed invoices allowing customers pay their invoice immediately from an online payment screen. The Customer Portal will integrate to your current credit card payment processor and will support the payment methods that your payment processor has authorized for your merchant account. The Customer Portal is integrated to most major payment processors and we are committed to supporting all major processors. Contact us to see if your payment processor is currently supported or how it can be added.

Click-to-Pay

Quick Pay

  • A link on your emailed invoice document lets customers pay you quickly and easily. The payment is automatically inserted into an AR Receipt batch.

Prepayment

Prepay allows your customers to submit an advance payment and have it apply to an Order, a Quote or simply as unapplied cash to their account. This is a very useful feature when merchants require either a deposit or full payment for orders prior to processing or manufacturing. Particularly useful for custom or made to order goods.

Prepayment

Quick Order Entry

Quick OE is designed to be a quick and easy way for current customers to place orders with you. It reads date live from Sage Inventory Control and Accounts Receivable and feeds orders directly into Sage Order Entry. You can choose to provide images and additional item details as maintained in the Additional Item fields in Inventory Control. It's a quick easy, and affordable way to provide online order capabilities to your customers.

Quick Order Entry

Quick Order Entry Form

  • Online Order Entry for your customers to quickly place an order or request for quote directly into Sage.

Sales Rep Capabilities

Provide your staff with their own login that allows them to serve your customers with access to customer history, credit standing, the ability to place orders, and more. You can limit a sales person's access to only their customers or provide access to all customers.

Sales Rep Capabilities

Transact on Behalf of Customers

  • Your staff can access customer details from the Customer Portal and assist them by entering payments, placing orders, and otherwise providing account information.

Multi-Language Support

The Customer Portal supports multiple languages with new translations being provided as customers' request them and the market demand supports it. Customers can toggle between supported languages and you can select the default language for your Portal.

Multi-Language Support

French Edition

  • French Canadian version of the Customer Portal. Other languages supported as the market demands.

Administration Portal

The Customer Portal is a set and forget application. Once setup there is little need to do anything for it to function. It works autonomously and automatically. Should the need arise to modify your settings, you have complete control through the Administration Portal. You can: control which functions are available, which documents customers can see, have visibility to all payments made or attempted, control user access, and much more.

Administration Portal

Customer Portal Administration

  • Control access and settings in your Customer Portal.

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