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Home ninja_forms_preview_page Types of Customer Account Portals

Types of Customer Account Portals

Jon RodmanJune 8, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

Types of Customer Account Portals

Basic Customer Account Portal:

  • Ability for customers to log in (using their own selected user id and password – no account number required)
  • Functionality for customer to change user id and password
  • Functionality to display previous invoices
  • Functionality to pay more than invoices at a time as one transaction
  • Display current balance due as a sum of unpaid invoices plus late fees

Standard Customer Account Portal:

  • Ability for customers to log in (using their own selected user id and password – no account number required)
  • Functionality for customer to change user id and password
  • Functionality to display previous invoices
  • Functionality to pay more than one invoice as one transaction and one payment
  • Display current balance due as a sum of unpaid invoices plus late fees
  • Functionality to accept and credit partial payments to corresponding invoices

Custom Customer Account Portal:

  • Functionality to save a credit card, debit card, or bank account for future payments
  • Functionality for customers to sign themselves up online for your services without having to call your office
  • Functionality for customers to change their profile information such as name, address, phone number, email address
  • Functionality for customers to stop or suspend service
  • Functionality for customers to cancel service
  • Functionality for customers to change service levels or add additional services.
  • Display news or specific alerts in the Customer Account Portal specific to that customer
  • Display recommended additional services
  • Display Past Due Alert
  • Display Service Turn Off Date for non-payment

 

Types of Customer Account Portals

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