Introduction Video
24/7 convenience
ESTIMATES
Approve or reject them in real time:
add comments to staff for adjustments.
SALES ORDERS
Check the final cost of your processed
order. Know your cost before it ships!
INVOICES
See which invoices
are due, outstanding,
or paid!
CREDIT NOTES
Keep track of open credits
and approved refunds.
ACCOUNT STATEMENTS
See all account transactions
at a glance.
PAYMENTS MADE
Approve or reject them in real time:
add comments to staff for adjustments.
View/Download/Print all these documents with ease!
Orders Department chat is now integrated into the customers portal. Engage with the order representative handling your order in real time!
Chat open: 9:00 am- 5:00 pm EST
How do you access these features?
It’s Simple!
When an invoice is sent to a customer without a Customer Portal account set up, an option to sign up will be available when viewing the invoice in a web browser. On the bottom left of the ‘View Invoice’ screen, you’ll find a box allowing you to register for the Customer Portal for your business account.
This sign-up window will only show if your Customer Portal is NOT set up for your business account. The sign-up window will only show when you view the invoice by clicking on the ‘PAY INVOICE’ link in the email that was dispatched.
If you already have a contact associated with your business account, feel free to reach out to our Customer Service team. They’ll be happy to add additional contacts under your account, providing access to your transactional data for those contacts.
Introduction Video
Be sure to check out our video shown below to utilize as a reference point for any questions you may have about the sections within the portal, and how to use them!
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