Customer self-service portal for orders, invoices and support
Typical client: B2B companies whose customers repeatedly ask for orders, invoices and status updates
Discuss a similar project
The challenge
Customers email and call for order status, invoices and reorders. Service staff spend more time looking up records than helping.
The solution
A customer portal with login, order and invoice history, downloadable documents, quick reorder and a ticketing interface to the support team.
Business benefit
Customers self-serve 24/7 and support handles fewer routine questions.
Key capabilities
- Order, invoice and delivery history
- Document downloads (invoices, certificates)
- Quick reorder from past orders
- Ticketing to support
- Per-account user management
How it works
- 1Customer signs in to the portal
- 2History, documents and support are available in one place
- 3Reorder or ticket is created and synced to internal systems
- 4Status updates appear in the portal in real time
Related solution examples
Supplier portal for orders, ASNs, invoices and documents
Purchase orders go by email, suppliers confirm in different formats, ASNs arrive late, and invoices need manual matching.
Partner portal for dealers with co-marketing, pricing and certifications
Dealers receive price lists, marketing assets and training by email — outdated copies circulate and partners are not aligned.
Let's look at what is slowing your business down
A short introductory call to review your current process, the main challenges and possible directions. No technical sales pitch, no commitment.
Tell us about your project
About two minutes to complete. We respond within one business day.
