Give your customers the power to help themselves

Watch the video to see how the Acumatica Customer Portal transforms everyday interactions into a smarter B2B experience. Customers log in to a personalized dashboard, place orders, settle invoices, and open support cases in just a few clicks. Everything connects to real-time data from your ERP solution, so the information your customers see is always accurate.

Here’s what you can do with the portal:

• Streamline B2B ordering. Customers browse your catalog with real-time inventory, personalized pricing, item photos, and detailed product information, then check out with prefilled shipping and billing details.
• Simplify invoice and payment management. Customers view statements, pay single or multiple invoices at once, and adjust amounts for disputes or partial payments using secure, PCI-compliant cards on file.
• Speed up support case creation and tracking. Customers open a case, set the severity, add notes, and send updates directly from the portal. Each case routes automatically to the next available agent.
• Deliver full account balance visibility. A clear summary shows balances, overdue amounts, unapplied payments, open orders, and invoices that need attention, all just a click away.
• Empower employees with a customizable wiki. Build a centralized knowledge base inside your ERP solution to share standard operating procedures, compliance documentation, and quality control checklists.
• Welcome customers with a personalized dashboard. Direct links to catalogs, open invoices, account summaries, case counts, and order history put self-service front and center.

The result is a faster, smarter, more modern experience for everyone. See it in action, then schedule a personalized demo to bring it to your business.