Receivables via the Customer Portal
The Customer Portal is where your customers can view and pay bills from you. The Portal is ideal for customers who are individuals and/or consumers.
If your customer is a business, they'll love our free Basic Payables accounts, which offers them a wider range of features to suit the needs of a business.
Customer Portal Features
- Upload your logo in your Cashflow360 account. We will display it in your Customer's Portal, so your customer sees consistent branding, and can feel secure making payments to you.
- Customize a URL for your Portal that contains your company name
- When you attach a document from your Inbox to an invoice, you will have an option to share it with your customer
Fast and Easy Communication
- Easily stay in touch with your customer by leaving them a note, and receive notes from them in return
Flexible Payment Methods and Auto Pay
- Allow your customers to pay you via ACH and enable Auto Pay so they can set it and forget it!