BizCortex documentation

Customer portal

What customers see and do in the portal: invoices, quotes, payments, statement and billing address.

The customer portal shows a contact everything about their own customer account at your company, and nothing else. The header shows your company name, the menu and "Logout".

Who can use this

  • Customer contacts with "Portal access"

Steps

  1. 1. Accept a quote

    Open a quote that was sent and is still open. Under "Your decision" click "Accept quote", enter "Your name" and click "Accept (binding)". "By accepting you place the order on the terms of this quote." The page shows "Thank you, the quote has been accepted."

  2. 2. Decline a quote

    Click "Decline", optionally give a "Reason" and click "Decline quote".

  3. 3. Pay an invoice online

    Open an open invoice and use "Pay online". See the page "Paying online".

  4. 4. Change the billing address

    Open "Billing address", change the fields and save. The change is applied to the customer in BizCortex and is used for future invoices; issued invoices stay unchanged.

Fields and options

Overview

"Welcome" with the name of the contact, the "Amount due", "Open invoices" with the number of overdue ones, the "Credit balance" and the "Latest quotes". "No open invoices." when everything is paid.

Invoices

All issued invoices with Number, Type (Invoice, Down payment invoice, Partial invoice, Final invoice, Credit note), Date, Due date, Open amount and Status. Open an invoice to see its items, totals and PDF ("Download PDF") and to pay online.

Quotes

All quotes with Number, Valid until and status. Open a quote to see items, totals and PDF and to decide.

Payments

Payments received and refunds with Date, Type, Method (Cash, Bank transfer, Credit card, PayPal, Stripe, Other), Reference and Amount.

Statement

The statement of account with Opening balance, every booking (Date, Description, Debit, Credit, Balance) and the Closing balance, also as PDF.

Billing address

Company or name, Addition (department, attn.), Street and number, Postal code, City and Country as a two letter ISO code (for example DE). "This address is printed on future invoices."

Good to know

  • Only quotes with the status Sent can be accepted or declined.
  • Draft invoices and draft quotes are never shown in the portal.

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