Slimbot
Customer portal
Invoices CP
Invoices always at hand, without searching through e-mails.
What is Invoices CP?
With Invoices CP, your customer can view and download their invoices at any time from the portal. No more 'can you send that invoice again?' emails, and your customer always finds what they're looking for. This saves you time and keeps your administration tight.
How does it work?
- You connect your accounting package such as Exact, AFAS or Twinfield, or upload invoices manually.
- Invoices appear automatically in the portal environment of the correct customer.
- The customer views, downloads or prints their invoices whenever it suits them.
- Payment status and expiry date are immediately visible, including outstanding amounts.
Use cases
Benefits
- No more time wasted looking up and resending invoices.
- Customers find their invoices themselves 24/7.
- Connects with your existing accounting package, so no duplicate work.
- Payment status overview helps speed up payments.
Frequently asked questions
Does this work together with my accounting software?
Yes, we integrate with widely used packages such as Exact, AFAS and Twinfield. Invoices then land automatically with the right customer, without manual work.
Can a customer accidentally see someone else's invoices?
No, each customer only sees their own invoices within their secure environment. The connection with the customer is completely watertight.
Can I also use invoices without an integration?
Certainly, you can also upload invoices manually and assign them to a customer. Ideal if you're not (yet) using an accounting integration.
Also within Customer Portal
Use Invoices CP for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.