Customer Account Portal
Give customers one login for their quotes, invoices, orders, statements and repeat orders.
Running in our own shops
The Customer Account Portal gives your customers one secure login to see their quotes, orders, invoices, payments and statements, and to reorder in a few clicks.
What Customer Account Portal does
- Quotes, orders, invoices and credit notes in one place
- Statement with running balance and downloadable PDFs
- Artwork upload and proof approval
- Order tracking through each production stage
- One-click repeat orders
- Sign-in protection: email codes for new devices and location checks
Proven in our own businesses
Customers of the Boldmedia print shops use this portal to track orders, download invoices and see every transaction.
Who it is for
Businesses with repeat customers and account clients who ask for copies of invoices and order updates.
Pricing
Included in our business packages. Every business is different, so we quote after a short call about how you work today.
Customer Account Portal is one module of our business solutions platform: one system with a separate workspace for each company, shared customer accounts and strict access permissions.
Customer Account Portal FAQs
Is customer information kept separate?
Yes. Each customer only sees their own company’s records, and each business has its own workspace.
Can it connect to my accounting system?
We can connect to most accounting systems as part of the setup. Ask us about yours.
Talk to our support team about customer account portal
Tell us what you need. We reply within one business hour on weekdays.