Boost Customer Satisfaction With Client Management Portal

Provide your clients with our user-friendly portal, making it easy for them to view invoices, handle transactions, and stay in touch.

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SAVE YOUR TIME

How Client Management Portal Benefits Businesses?

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Self-Service Access To Clients

Clients can independently access invoices, payments, and project details, reducing administrative load.

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Centralized Communication Hub

Centralized platform for real-time interactions, ensuring clear communication, query resolution, and enhancing client satisfaction.

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Professionalism & Branding

Customizable portal reflects your brand, leaving a lasting impression and projecting a professional image to your clientele.

SIMPLIFY YOUR INVOICING WORKFLOW

Bring Clients And Invoices Together Online

Invoicera offers an easy-to-operate dashboard that makes the invoicing experience extremely easy.
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Generate Financial Reports

Create clear and organized financial summaries for easy tracking and analysis.

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Organize And Manage Expenses

Keep track of all your expenses in a simple and organized manner.

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Customize Workflow As Per Your Business

Tailor the workflow to suit your specific business needs and processes.

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Create And Manage Project Estimates

Easily create and manage estimates for upcoming projects and transadata backup and securityctions.

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BOOST YOUR PRODUCTIVITY

Work Faster And Smarter With The Client Portal

Maximize your productivity and get things done quicker in your client portal. Organize, communicate, and manage with speed and ease, making your workflow a breeze.

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Store And Manage Clients’ Data

Easily manage all your clients in one dedicated client portal within Invoicera.

  • Store and organize client details
  • Hassle-free import clients list
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Easily Communicate And Share Files

Streamline communication and securely share files directly through the dedicated Client Portal.

  • Add multiple email addresses for clients
  • Quickly access and share files
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GUARANTEED SECURITY

Enjoy Premium Features With Uncompromised Security

We leave no scope for data loss as we employ the most advanced technologies to give you top-notch security.

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Protect Data With Robust Security

Use Invoicera’s data backup and security measures and shield your information from theft, loss, and unauthorized access.

  • Automated Data Backups
  • Encryption for Sensitive Data
  • Redundant Storage Systems
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Enjoy Secure Transactions

Speed up your payment cycle and ensure secure transactions through our integrated payment gateways.

  • Regular Security Patching
  • Offer secure payment options
  • Rest easy with our advanced security
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Secure Account With 2-Factor Authentication

Fortify your account security by enabling end-to-end encryption and setting personalized security questions for login.

  • Two-factor authentication (2FA)
  • Personalized Security Questions
  • IP Address Restriction
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EXPERIENCE HASSLE-FREE WORKFLOW

Make Operations Smooth With Smart Finance

Smart financial decisions pave the way for smoother, and more productive operations in your business.

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Get Comprehensive Financial Insights

Easily access essential financial reports directly from your client portal, including invoicing, outstanding payments, taxes, and purchase orders.

  • Monitor Invoicing Status
  • Track Outstanding Payments
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Improve Client Service & Save Time

Make operations smooth and improve client service by saving time and effort spent on manual data entry.

  • Automate data input processes & enhance productivity
  • Get efficient client servicing experience
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ACHIEVE REMARKABLE SUCCESS

Generate & Send Purchase Orders To Vendors

We empower vendors to unlock maximum value from their services and products. Join us to boost your business potential and achieve greater success in the market.

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Streamline Purchasing Process

Issue purchase orders to vendors that can be easily converted into invoices.

  • Easily convert purchase orders into invoices
  • Enhance transparency and improve vendor trust
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Help Vendors With Their Queries

Facilitate a simplified process for vendors to resolve queries and concerns quickly and effectively.

  • Vendors can easily raise and address issues
  • Access purchase orders and product reports in one place
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Launch Your Client Portal Instantly

Instantly launch your own client portal, giving you immediate access to organized and efficient client interactions.

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Step 1

Visit the Invoicera website and quickly sign up to create your client portal.

Step 2

Tailor your client portal to suit your needs. Customize settings such as branding, notification preferences, and access controls, ensuring a personalized and efficient invoicing experience.

Step 3

With your client portal set up, efficiently manage your clients and invoices. Easily add new clients, track invoices, and view payment statuses.

MEANT FOR EVERY BUSINESS

Invoicera: Where Every Business Fits

Invoicera unifies your invoicing, payments, expenses, and time tracking, offering a comprehensive solution that fits the diverse needs of businesses, regardless of their size or industry.

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Invoicera for Enterprises

  • Advanced Automation
  • Detailed Reporting
  • Integration with Third-Party Apps

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Invoicera for Small Business

  • User-friendly Interface
  • Pro Invoices in Minutes
  • Financial Insights with Intuitive Reports

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Invoicera for Freelancers

  • Customized Invoices Matching Your Brand
  • Precise Tracking of Billable Hours
  • Easy Management of Multiple Projects

Use Cases

Why Should You Use Invoicera?

Easily Send Invoices Based on The Duration The Service is Used With Our E Invoicing Software

Time-Based Billing

Perfect for consultants and service professionals. Track hours spent on projects and bill clients accurately.

Send Quotations To Your Client In The Best Way With Our E Invoicing Software

Quote to Cash Platform

Experience a comprehensive Quote to Cash solution. Generate quotes, manage orders, and handle revenue efficiently.

Get Fraud Protection With Our Invoice Workflow Approval Software

Fraud Protection

Keep your transactions safe using high-tech methods to prevent scams. This helps in protecting private customer information.

INVOICING. ANYTIME. ANYWHERE

Invoicera: Your Invoicing Companion, Always by Your Side

Expand Your Business Beyond Boundaries. Create And Manage Global Clients From Everywhere.

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(Invoicera account required to use apps)

User Guide

Get Answers to Your Queries

We’re here whenever you need assistance. If you have any questions beyond what’s covered here, don’t hesitate to reach out.

1. What is a Client/Customer Portal?

A Client/Customer Portal is a secure online platform provided by Invoicera, designed to facilitate smooth communication and transactions between a business and its clients or customers.

It acts as a centralized hub where clients can access their invoices, view payment history, communicate with the business, and manage their account details easily.

2. What are the benefits of using Invoicera's Client/Customer Portal?

  • Efficient Communication: Clients can communicate with the business regarding invoices, services, or support inquiries seamlessly through the portal, making the communication process easy.
  • Accessible Anytime, Anywhere: Clients have 24/7 access to their financial data, allowing them to view invoices and make payments at their convenience.
  • Transparency and Trust: Providing a transparent view of invoices, payments, and services fosters trust between the business and its clients, promoting a healthy business relationship.
  • Time-Saving: Clients can download invoices and receipts directly from the portal, saving time on requesting and waiting for emailed documents.
  • Customization and Personalization: Clients can customize their profiles and preferences within the portal, tailoring their experience to their specific needs.

3. How does the Client/Customer Portal enhance communication between businesses and customers?

  • Real-Time Communication: Clients can engage in real-time discussions with the business regarding invoices, projects, or clarifications, promoting quick and effective communication.
  • Document Sharing: Businesses can easily share important documents like invoices, contracts, or project details, ensuring all necessary information is readily available to the clients.
  • Instant Notifications: Clients receive instant notifications about new invoices, payment confirmations, or any updates, keeping them informed and engaged.
  • Feedback and Reviews: The portal provides a platform for clients to share feedback and reviews, enabling businesses to understand client needs and improve their services.

4. What are the features of Invoicera’s Client/Customer Portal?

  • Invoice Viewing and Downloading: Clients can view and download their invoices in various formats directly from the portal.
  • Payment Processing: Clients can make payments securely and efficiently through integrated payment gateways within the portal.
  • Profile Management: Clients can manage their personal information, preferences, and communication settings in one central location.
  • Communication Interface: An interactive messaging system allows clients to communicate with the business, ask questions, and receive timely responses.
  • Invoice History and Reports: Clients have access to their complete invoice history and can generate reports for better financial management.

5. How does the Client/Customer Portal in invoicing software help businesses?

  • The portal streamlines invoicing processes, saving time and effort for both businesses and clients.
  • By providing easy access to invoices, payment records, and efficient communication, businesses enhance client satisfaction and loyalty.
  • The portal automates many tasks, reducing manual workload for businesses and minimizing errors in invoicing and payments.
  • Businesses can track payments, outstanding invoices, and generate financial reports for improved financial planning and decision-making.

6. Are there any security measures in place to protect client or customer data within the portal?

  • Data Encryption: Invoicera uses advanced encryption protocols to ensure that all data transmitted and stored in the portal remains secure and protected from unauthorized access.
  • Secure Authentication: Clients are required to use secure login credentials and authentication processes to access their accounts, adding an extra layer of security.
  • Regular Security Audits: Invoicera conducts routine security audits and updates to identify and address any potential vulnerabilities, ensuring a secure environment for client data.
  • Compliance with Regulations: The portal adheres to relevant data protection and privacy regulations to maintain the confidentiality and security of client information.
KNOW YOUR QUERIES

Frequently Asked Questions

How can I manage clients and vendors in the same dashboards?

The single yet segregated dashboard of Invoicera helps you track your purchase orders, as well as, invoices in the same dashboard. Thus helping you track the cashflow, delays, and missed factors in the process.

Can I generate customized reports for my clients and vendors?

Yes, you can filter/customize your reports for a specific time, client, vendor, or even staff and share it with them as a downloaded version.

How is this software different from other client management software?

Invoicera is tailor-made to your specific needs and completely customized to integrate in your current ERP and CRM. Thus, it has been #1 choice for more than 4M users worldwide from more than 18 years.

Can I convert purchase orders into invoices directly?

Yes, you can convert purchase orders into invoices and edit them as well with Invoicera.

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ONE UNIFIED SYSTEM

Customization That Fits Your Business

Seamless integration with your existing software.