It’s now easier for your customers to view and download invoices and more!
We’ve improved your customers’ portal experience on the Sage Network. Your customers now have easier access to download invoices, view financial records, and find your organization’s contact details.
This enhanced transparency builds trust and fosters long-term relationships. It empowers customers, giving them control to effortlessly track their transactions, payment history, and other financial interactions with your organization.
Providing access to financial records allows customers to manage and review their commitments, ensuring an accurate understanding of their financial standing. This proactive approach prevents misunderstandings or discrepancies, facilitating smoother business transactions and highlighting your commitment to transparency and customer satisfaction, ultimately enhancing your organization’s reputation and customer retention.
Granting access to invoices can significantly improve cash flow and expedite payment processes. By making it convenient for customers to access their invoices, they’re more likely to review and pay outstanding invoices more quickly, meaning you are chasing payment far less frequently. This not only increases customer satisfaction but also improves your business’s financial health.
Your customer can access this new view by clicking on the secure portal link in the messages you send them through Sage Network.
Want a sneak peek of the customer portal?
While your access to the portal is a “Manager View,” you can send yourself a preview email from Sage Network to experience the improved customer portal firsthand. Just follow these steps:
- Select any transaction from your Transactions listing.
- Choose ‘Send Email,’ and replace your customer’s email with your own for testing purposes.
- Select “insert portal link” to the email.
- Click “Send and Close” – this will send the email out to your mailbox with a secure link.
- Click the link in your email.
- Voila! You’ll be able to explore your customer’s account portal!
The new and improved customer portal brings you an unmatched level of convenience, transparency, and control. With easy access to important financial documents like invoices and records, we’re not just enhancing customer service; we’re revolutionizing the way we do business. This portal shows our commitment to your satisfaction, operational efficiency, and financial health, taking your experience on the Sage Network to new heights.
Leave your feedback on this updated feature and your Sage Network Experience.
