The customer portal that answers before your customers even ask
Live balances, invoice copies in one click, online payment, and a full trail of disputes and messages. Your customers handle their own accounts, your team keeps everything in one place.
Real time balance
Invoices and statuses up to date, around the clock.
Copies and export
Duplicate any invoice in one click. Excel export included.
One-click payment
Card, Apple Pay and Link, via Stripe and Flywire.
Disputes & messages tracked
Attachments, promises to pay, full history.
A portal that’s genuinely plugged into your collections process
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Every customer action flows straight back to you
Payments, disputes, attachments, no re-keying, no emails to cross-reference.
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Connected to your
Connected to your collections process, not just a page that displays information.
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Fewer back-and-forths
Disputes tracked from the moment they’re raised, and payments that no longer depend on someone remembering to chase.
A dedicated space for every customer
Your customers reach their account in one click, with no login to remember: balance, invoice-by-invoice detail, full history. One less question for your team, an immediate answer for them.
But it goes further than simply viewing data. This is also where you collect, with no effort, the reasons behind non-payment, the promises to pay, and the figures your team needs to keep its follow-up on track.
Nothing to install: access is through a simple link that works on desktop and mobile alike.
Online payment, built in
Customers pay from their own account, invoice by invoice or several at once. Card, Apple Pay and Link, via Stripe and Flywire. No bank details to re-enter, no payment information to chase by email.
Payment is confirmed in the portal instantly, with no wait for manual bank reconciliation on your side.
One less obstacle between the invoice and the payment.
See it in demoDisputes, promises to pay and supporting documents, all in one place
Customers raise a dispute, confirm a promise to pay or share a supporting document (invoice, delivery note, credit note) directly from their account. Every exchange lands in your internal inbox: filterable, assignable, with the full history and keyword search. Nothing gets lost between teams, nothing sits waiting in someone’s mailbox.
Data can be exported to Excel at any time, for your reporting or internal analysis.
The customer submits information (dispute, promise to pay, supporting document)
Received in your inbox, instantly
A customer portal that looks like yours
Logo, contacts, colors, visible columns, data scope (total outstanding, overdue, not yet due…): the portal is configured to match your requirements and your visual identity. Your customers see your brand, not ours.
See the CashNow customer portal in action
A dedicated contact, in your customers’ own language
Every customer sees the name and direct details of their collections contact. No more hunting for a generic address. The portal is available in 16 languages: French, English (UK and US), Spanish, German, Italian, Hindi, Japanese, Chinese, Dutch, Portuguese, Arabic, Polish, Russian, Greek, Turkish and Swedish.
AVAILABLE IN 16 LANGUAGES
Your customers stop waiting for your answers. They already have them.
See the CashNow customer portal with your own invoices, in 20 minutes.
Request a demoWhat your customers can do on their own
View their outstanding balance, upcoming due dates and overdue invoices
Download invoice copies and export their data to Excel
Raise a dispute
Confirm a promise to pay
Share documents and supporting evidence
Pay their invoices online
Frequently asked questions about our customer portal
Do my customers need to create an account to access the portal?
Access is provided directly to each customer by CashNow, with no complicated sign-up process on their side.
Is online payment secure?
Payment runs through certified providers (Stripe and Flywire), who handle transaction security without any banking data passing through your own systems.
How does a dispute raised by a customer reach my team?
Whether it’s a dispute, a promise to pay or an attached document, every notification arrives directly in your internal inbox, with the full history and keyword search.
Is the balance shown in the portal genuinely up to date?
Yes. The balance and the status of each invoice reflect the current state of your collections records, with no manual sync delay.
Can a customer settle several invoices at once?
Yes, customers can select multiple invoices and settle them in a single grouped payment.
Can customers download an invoice copy or export their data?
Yes, every invoice can be duplicated directly from the portal, and all data can be exported to Excel at any time.
Can international customers use the portal?
Yes, the portal is available in 16 languages: French, English (UK and US), Spanish, German, Italian, Hindi, Japanese, Chinese, Dutch, Portuguese, Arabic, Polish, Russian, Greek, Turkish and Swedish.
Can the portal be customized to match my company's branding?
Yes: logo, colors, displayed contacts and data scope (total outstanding, overdue, not yet due…) are all configurable to suit your needs.
Does the customer portal replace CashNow's automated reminders?
No, the two work together: reminders prompt the customer, the portal gives them the means to act straight away.