Every customer gets a branded login where they see their invoices, orders, statements and balance — and pay online in two clicks. Fewer calls for your team, faster payments for your cash flow.
Credit customers check balances and statements without calling your accounts team.
Clients see quotes, invoices and project documents in one professional place.
Franchisees view royalty invoices and pay on time — with zero chasing.
One click sends each customer a secure, branded portal login.
Invoices, order status, statements and documents — always current, always available.
Pay-now buttons on every open invoice; receipts match automatically.
The portal answers the questions that fill your team's phone lines — from a live view of the customer's real account.
Open and paid invoices with PDF download
Order status and delivery tracking
Account statements for any period
Shared documents — contracts, price lists, certificates
Every open invoice carries a pay-now button. Money lands, receipts post, balances update — while you sleep.
Card, bank transfer and wallet payments
Part-payments and advances handled cleanly
Automatic receipts and bank matching
Payment reminders that link straight to checkout
When routine questions answer themselves, the conversations you do have are the ones that grow the account.
Queries become tickets on the customer's record
Announcements and price-list updates in one place
Your branding on every screen
Role-based access per customer contact
Routine “what do I owe you?” calls disappear — your team works instead of resending PDFs.
Customers with a pay-now button pay sooner; receipts match themselves.
Your logo, your colours, your domain — an experience that says you're organised.
Native to the PeppyBooks platform, open where it counts.
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
Customer portal software gives your customers a secure, branded self-service login where they can view invoices and orders, download statements, share documents and pay online — without calling your office. For B2B businesses running on credit terms, a portal replaces the daily churn of resent PDFs and disputed balances with one shared, always-current view of the account.
Yes — your logo and colours on every screen, so customers experience your brand, not ours.
Yes — part-payments and advances are supported, and every payment matches to the right invoice automatically.
Each customer sees only their own account, over encrypted connections, with access you can revoke at any time.
No — the portal runs in any browser on any device, from a secure link you send them.
Yes — per-contact access with roles, and you can revoke access instantly.