Novadesko app Customers and communication
Customer portal
Customer portal in action
An animated simulation of the app screen, step by step.
- Enable the portal from the customer record.
- The customer switches to Portal active.
- The login details are emailed automatically.
- The customer signs in at your business address.
- Their dashboard sums up their purchases.
- Unpaid invoices are brought to the front.
- Each document opens and downloads as a PDF.
- Their personal QR code identifies them at the till.
What Customer portal does
The Customer portal gives your customers secure access to their documents, at an address specific to your business. From a customer record, one click on Enable portal creates their access and emails them their login details. You can resend the details or switch the access off at any time.
Once signed in, the customer sees a dashboard with the total spent, their unpaid invoices and their recent documents. The My documents page lists their invoices and quotes with filters by status and period; each document opens in detail and downloads as a PDF.
Customers also manage their profile and get a personal QR code to show at the till so they are recognised quickly. If they buy from several businesses that use Novadesko, their accounts can be brought together in the same space.
Who is it for?
Shops, service providers and SMEs that regularly send invoices or quotes to the same customers and want to spare them from asking for a document again.
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One click access
Enable the portal from the customer record: login details go out by email, and can be resent or switched off.
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Customer dashboard
Total spent, number of unpaid invoices, outstanding invoices and recent documents as soon as they sign in.
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Documents and PDFs
Invoices and quotes filtered by status and period, line detail and PDF download.
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Customer QR code
A personal QR code to show at the till for quick identification.
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Profile and password
Customers update their details and change their password themselves.
Try it yourself
Create your workspace and turn this module on during the 14-day free trial.