Customer Portal for Sage 300cloud

Customer Self-Serve with Payments, Orders

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.

Similar Apps

BillBjorn

Lightning fast automated data entry into Sage Accounting

(1)

Starting At $10.00/Mo

BillBjorn

Lightning Fast Automated Data Entry

Starting At $10.00/Mo

(1)

Clarity

Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.

(1)

Starting At $347.00/Mo

Clarity

Simplifying business advisory services

Starting At $347.00/Mo

(1)

Credit Hound for Sage 50cloud

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.

(7)

Starting At $40.00/Mo

Credit Hound for Sage 50cloud

Advanced Collections Management

Starting At $40.00/Mo

(7)

Cyclr

Cyclr enables software companies to integrate their application with Sage using our low-code integration builder. You can publish your integrations into your app for your users to self-serve.

Cyclr

Low-Code Sage Accounting Integration Connector

Edisoft Merchant Cloud

Merchant Cloud is a SaaS multi-tenanted, browser-based EDI and e-Commerce order management system with features designed to optimize Order-to-Cash (Sales Orders, Shipments, and Invoices) processes for manufacturers and distributors.

Edisoft Merchant Cloud

EDI and eCommerce Order Management

HireHop Equipment Rental Software

Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.

(1)

Free

HireHop Equipment Rental Software

Equipment rental company software

Free

(1)

Joiin

Consolidated financial reporting made easy with Joiin - manage your multi-entity and multi-currency group consolidations, creating great looking custom reports and management reporting packs from your Sage financial data.

(1)

Joiin

Consolidations | Consolidated Reporting Made Easy

(1)

Sage Alerts and Workflow

Sage Alerts and Workflow is a unique combination of data mining (monitoring), alerts, reporting, and workflow technologies that automatically monitor and respond to critical information in ERP, CRM, HRM, and related applications.

Sage Alerts and Workflow

Make smarter, data driven decisions

Sage X3 Web Scheduling

To ensure that delivery dates are met while using manufacturing resources as efficiently and effectively as possible | Creation of feasible and optimized production plan | Reduction of required setup time | Management of production constraints (materials, labor, tools, etc.) | Synchronization of the whole production chain, from customer orders and work orders to purchase orders

Sage X3 Web Scheduling

Complete Web Scheduling Solution

Stripe

Stripe makes getting paid so easy, you don’t have to ask twice. With Stripe and the Sage Business Cloud, you can securely take payments directly from your invoices with the ‘Pay Now’ button or over the phone.

(1)

Stripe

Get invoices paid online or by phone

(1)