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 quote, order, and 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 Invoices view, customer contacts can view their entire invoice history and print/preview a PDF to see the invoice details. One or more invoices may be added to the shopping cart and paid with a credit cart at check-out.
Summary information in the invoice view 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
Quote & Order History
From the Quotes & Orders view, customer contacts can view their history of Requests, Quotes, and Orders and print/preview a PDF to see the item details.
Summary information in the quote/order view includes the type, number, description, total amount, estimated start date, estimated stop date, warehouse, and status.
The view can be filtered by:
- All orders
- Active orders
- All quotes
- Active quotes
- All requests
- My quotes & orders
My Wallet
Manage your payment methods from your wallet. Add a new credit card, edit an existing credit card, or delete a card that is no longer being used.
Make a Payment
From the shopping cart, customer contacts can review the invoice summary information 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