Customer Portal
All invoices sent via email should have a link embedded that when clicked will bring the customer to a page that shows their entire billing history. The customer should also have the ability to pay off their entire account balance on this page as opposed to just an invoice.
Andrew Pumariega
shared this idea
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Waston John commented
That’s a great point, and it highlights how important user-friendly portals are for saving time and reducing stress. In Mexico, the SEIEM Portal works in a similar way for teachers and staff by allowing them to quickly access payroll receipts, manage account details, and handle essential tasks all in one place. Just like with invoice payments, having everything centralized makes the process smoother and more efficient. To see how the portal works step by step, visit https://miportalfonesmx.com/mi-portal-seiem-ingreso-recibos-de-nomina/ for a complete guide.
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Jenya Mirnenko commented
Providing transparent and easy access to information helps improve efficiency and the overall customer experience. Interestingly, when choosing such services, it is always useful to consider reviews that show both the best and worst aspects of interaction with support - this is why studying the best and worst customer service https://help-center.pissedconsumer.com/best-and-worst-customer-service/ becomes an important part of assessing the reliability and quality of service.
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Wayne Higdon
commented
adding to the above: The customer should be able to log in to their portal at any time with a user name and password. The portal would have a history of past payments as well as the current unpaid invoices.
If the customer is also a QBO user, it would be great if this portal was integrated into their QBO vendor - so that a link in the Vendor Center for that vendor would jump you into the portal for that vendor.