Conligo OneView Customer Portal
Conligo OneView Customer Portal is a Sage 300-integrated portal that allows your customers to view and pay their open invoices from anywhere, anytime.
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ConligoConligoConligo OneView Customer Portal is a Sage 300-integrated portal that allows your customers to view and pay their open invoices from anywhere, anytime.
Sage 300 ERP Conligo OneView Customer Portal has made it easy for you to provide your customers with a complete self-serve portal that passes vital order, payment, and customer information directly to your ERP. Your customers will be able to view a dashboard with information that includes outstanding balance, open and paid invoices, orders, and credit notes. The portal will automatically notify customers via email about new and outstanding invoices, as well as payment confirmation. The Quick Shop feature also allows them to place reorders or new orders while viewing and paying invoices, with our Conligo Pay solution making ERP-integrated transactions quick and easy!
Conligo OneView portal gets you paid faster with features like automated customer account creation, complete notifications, and integration with Conligo Pay to reduce payment friction and increase cash flow.
Conligo OneView portal connects to your Sage 300 providing your customers an easy way to view their account, order more items, and pay outstanding balances.
Conligo OneView is a complete cloud-based application that allows access from any computer, tablet, or mobile device, providing you and your customers the ability to view up-to-date information at any time.
Our cloud-based solution integrates your Sage 300 with your customer’s accounts receivable and payments data, allowing you to manage critical reconciliation processes directly from your ERP.
Features and Benefits
Administrator
Real-time Integration with Sage Customer Data
Mobile Friendly
Custom Logo and Email Templates
Automatically Create New Customer Accounts
Integrated Conligo Pay Solution
Select and Set Up your Preferred Payment Gateway
Customer Dashboard
Customer Notification for New Invoices with QuickPay option
Configurable Email Notifications
Sage National Accounts Invoicing and Tracking
Provide Customers with Quick-Buy, Auto-Reorder Opportunities (ecommerce)
Customer
Secure Online Portal
Secure Online Payments
View Open Invoices
Save or Print Invoices
View Payment History
View Transaction History
View Account Information
Create New Orders/Place Re-Order
Track Order Shipping
STANDARD
package
advanced
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