67% of customers prefer self-service¹
Continuation of your brand experience
Design your Customer Portal to match your branding, reinforcing trust and making payments seamless.
Hands-free
Reduce the number of calls or emails to support staff for simple changes. Updated customer details instantly reflect in your accounting software.
Secure
You control which customers have access to your Customer Portal and which details they can view or change.

Reduce Customer Billing Inquiries
Let customers access their account details 24/7
- View and pay invoices
- Print open or paid invoices
- Download open or paid invoices
- View transactions
- Pay subscriptions
- Update contact information
- Add new form of payment
- Edit payments on file – no more expired credit cards

Make payments part of your retention strategy
Integrate for maximum value
Integrating payments with your tech stack allows you to customize your support options to address customer needs instantly.
Eliminate the wait
Self-service portals allow the customers to pay when they’re ready, even if you’re not available. After hours, weekends, holidays – get paid while you’re away.
Improve loyalty, boost revenue
Enhanced payment processes improve customer loyalty, helping to prevent churn and grow long-term revenue.
Everything your customers need
- View and pay invoices
- View past payments
- Update expiring cards
- Add new payment methods
- Update personal details
- View subscriptions

Take a lunch break. Enjoy your weekend. Your customers can pay, even when you’re away.

It’s 10pm and your customer needs a copy of their receipt for their tax prep. No worries! Customers can access their payment records and download receipts whenever they need them.

Alert your customers about credit cards that will expire soon and let them update the details themselves. Just a few clicks will keep payments flowing without disruption.

Customers can add as many methods of payment as they need. Multiple credit cards, debit cards, and eCheck accounts can be added to their profile and are ready to use. Old card? New checking account? No problem, just delete the ones that are no longer needed.

Customers can update their own details for new addresses, email, and phone numbers.

Let your customers easily view the subscriptions they’ve signed up for and when their next bill will be paid.
References: ¹ Zendesk “Searching for Self-Service”