Customer Portal Software for your Business
Share, collaborate and deliver indelible customer experience by making your account receivables more engaging. RightPay Books makes it possible to stay connected with your customers for best customers management through dashboard for each customer.
Manage Customers in Personal Portals
Maintain a database of your customers by creating their unique email addresses and login details.
Customers can log in and view the status of their invoices and transaction details as and when required.
You could maintain the records for their shipping and billing address, thereby facilitating ease in trade.
Streamline Proposals and Retainer Invoices with Customers
Customers can handle all estimates, proposals, and upfront payments on invoices right from personal portals.
Customers can manage estimates and proposals by setting the status to accept, decline, open and/or closed.
Every advance payment and all retainer invoices can be designated as fully or partly paid.
Customers can Manage Contract within Personal Portal
Fast track your contract signing and acceptance with your customers and clients all within the portals.
Customers can view contract details, attach files and other documents, comments on contracts, accept/decline offers, append signature digitally, download to local, all within personal portal in minutes
Customers Invoices Management
Customers can easily manage all invoices from your company including Credit Notes.
Customers can accept, review and make payment as specified on invoices.
Customers can also reply to invoices via emails, can download invoices or export in CSV files all in personal portals in minutes.
Speak with a Sales Consultant to see how RightPay Books can transform your finance function
