Customer Portal
View and pay invoices with CardConnect plugin
What is the Customer Portal
The customer portal is a website where registered customer contacts can view their entire invoice history and pay their outstanding invoices.
From the dashboard, customers can view their AR balances at a glance, including amounts for invoice remaining, credit remaining, outstanding balance, and overdue.
The pending invoices widget displays the top three invoices that require your attention. Users can click on one of the invoices to review the invoice details and to make a payment or click the view all button to see their complete invoice history.
Invoice History
From the invoice view, customer contacts can view their entire invoice history.
Summary information includes the invoice type, invoice number, invoice date, description, total invoice amount, paid amount, remaining amount, due date, and status.
Users can filter the view by:
- All invoices
- Open invoices (unpaid)
- Open credit invoices
- Paid invoices
- Overdue invoices
View Invoice Details & Make a Payment
From the invoice detail view, customer contacts can review the items that are being billed on the invoice before clicking the button to make a secure, credit card payment using our Cardpointe plugin.
All credit card transactions are PCI complaint and no credit card information is stored within RentalWorks.
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Process credit cards with CardPointe on the web or with select Clover and Ingenico devices.
500 S. Kraemer Blvd. Ste 110
Brea, CA 92821