Portal B2B

Self-service documents: invoices, delivery notes and statements

Self-service document access eliminates one of the most frequent back-office requests: resending invoices. Customers can independently download invoices, delivery notes, and statements of account, with granular permissions for procurement and finance users, ensuring total transparency and faster reconciliation without manual email chains.

Requests for resent documents generate no value but consume significant time for finance and sales teams, especially during peak month-end periods.

In short

  • Invoices and delivery notes available immediately after issuance.
  • Real-time statement of account and aged debt visibility.
  • Role-based permissions within the same client organisation.
  • Full historical access without artificial time limits.

The strategic benefit: faster collections

When customers view due dates in the same portal where they place orders, payment discussions become part of the natural workflow rather than a separate friction point. Companies activating this component report significantly fewer disputes regarding 'missing invoices'.

Syncing with your ERP

Fiscal documents continue to be generated by your accounting system or ERP, such as SAP Business One, Microsoft Dynamics 365, or Sage. CRMconnect surfaces them to the client alongside the commercial context: the original order, the delivery status, and any variances.

Frequently asked questions

See how it works in CRMconnect

Clienții comandă singuri, cu prețurile lor contractuale, și își descarcă documentele fără telefoane. Totul este modul nativ al platformei, cu sincronizare către ERP-ul pe care îl folosiți deja.

Discutați cu un consultant See the full solution

Din același ghid: portal b2b