Customer Self-Service That Actually Works
Give your customers 24/7 access to orders, invoices, and account info. They get answers instantly. You get fewer support calls.
Key Benefits
Key Features
Order History & Tracking
Customers view all orders, track shipments, and access order details.
Invoice & Payment History
View invoices, make payments, and download receipts.
Account Information
Update contact info, view credit limits, and manage preferences.
Document Access
Download BOLs, packing slips, certificates, and other documents synced automatically from NetSuite record attachments.
Frequently Asked Questions
What can customers see in the portal?
You control what customers see. Typically this includes orders, invoices, shipments, and account information. You can show any data from NetSuite saved searches.
How do customers log in?
Customers can log in with email/password, Google, Microsoft SSO, or magic links. Enterprise customers can enforce SSO-only login for their organization.
Can different customers see different things?
Yes, access is controlled by customer role and can be customized at the field level. Each customer only sees their own data.
See it with your NetSuite data.
We'll connect your NetSuite, walk you through the portal, and show you what your customers will see — all in the same day.
Free plan available · No credit card required · Go live same day