Vendors and customers sign in with a link from you and an access code, with no account to create. They see each invoice and its status, every payment with its method and amount, and anything holding a payment up, with what to send to clear it. Customers pay what they owe right there. Your name and logo are on it, not ours.
A vendor sees every recent invoice and any older one still open, with where it stands and when payment is expected. A customer sees what you have billed and what is due, and pays it by ACH or card, with the receipt applied the moment it clears. The payments page lists each payment with its date, method and amount, so the call to your office about a check does not happen.
A vendor connects their own bank account in the portal, routing and account number, and it is checked before it is used. A change to the account waits for confirmation and can be canceled from the notice, so a payment never goes to an account nobody checked. Your team sees the checked account on the vendor, not a PDF in an inbox.
The compliance page tells a vendor what you need on file before their invoices can be paid and where they stand against it. They send the certificate from the page, choosing the project it covers, and it counts once your team has checked it. A payment on hold says so in the portal, with the reason, so the sub fixes it instead of calling.
Vendors upload invoices and lien waivers through the portal, and the paper lands in accounts payable for review against their record. Certificates of insurance come in the same way. Nothing is re-keyed, nothing waits in an inbox, and every document stays attached to the bill or payment it belongs to.
The same module, used by the owner, the general contractor and the subcontractor. One example each.
A contractor signs in and sees each pay application, where it is in approval, the retainage held and the payments made. The project accountant stops answering the same question by email every week.
A sub's pay application is on hold for a lien waiver and a lapsed certificate. The portal says so, the sub uploads both, and the hold clears when your team checks them. Their bank account is already verified for the ACH.
Suppliers see what you owe them, what you have paid and by which method, and send their invoices through the portal instead of to a shared inbox. Your office answers fewer calls and keys nothing twice.
The portal shows the bills, payments and compliance records your accounts payable and accounts receivable modules keep, so it comes with them and works beside the ERP you run today. What a vendor uploads lands in AP for review, and what posts syncs to the ERP as any other bill does.
Pricing follows what you use. Every part of the platform can be taken on its own and kept in sync with the systems you already run. Talk to us about pricing for your company.
Talk to us →How do vendors and customers sign in?
With a link from your company and an access code your team grants from the vendor or customer record. The code expires on a date you can see, and there is no password for anyone to manage or reset.
Can a customer pay an invoice online?
Yes. The portal shows each invoice and what is still owed on it, and the customer pays that balance by ACH or card. The receipt posts and applies in accounts receivable as soon as the payment clears, and the invoice shows paid in the portal from that moment.
What holds a vendor's payment?
A lien waiver the subcontract requires, or insurance that does not meet what you set. The portal shows the hold and the reason, the vendor sends the document from the compliance page, and the hold clears once your team has checked it.
Does the portal carry our branding?
Yes. Your company's name and logo are set in Accounting's settings, so vendors and customers see your portal, not a third party's.
Does the portal come on its own?
It comes with accounts payable for your vendors and with accounts receivable for your customers, because it shows the bills, payments and compliance records those modules keep.
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