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Feature · Contacts & Client Portal

A portal for every client.

Customers and vendors in one list, each with their own branded portal to view statements, check balances and pay invoices.

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Maple Studio · Portal
Branded with your logo and color
Balance $3,245.40
INV-1043Due Dec 14$3,245.40
INV-1042Paid Nov 18$2,400.00
QUO-0219Awaiting response$1,800.00
Pay nowDownload statement
✓
Statement downloadedBy Maple Studio, just now

Client portal in Accoru, at a glance

What it is
Unified contacts with a branded portal for each customer
Contacts
Customers and vendors in one list
Portal
View statements, balances and invoices, and pay online
Addresses
Multiple addresses per contact
Price
Included in every plan, from $9/month

How it works

  1. 01Add a contactCreate a customer or vendor with as many addresses as they need.
  2. 02Share the portalEach customer gets a portal branded with your logo and color.
  3. 03They self-serveCustomers view statements and balances and pay invoices online.

What you can do

01 · Contacts

Customers and vendors, one list

Keep everyone you sell to and buy from in a single list, each with their own balance and history.

  • Unified customer & vendor list
Contacts
Maple StudioCustomer$3,245.40
Northside Print Co.Vendor−$1,240.00
Hollis & Reed LLPCustomer$1,175.50
02 · Portal

A portal in your brand

Your logo and brand color appear on every customer's portal, so it feels like part of your business.

  • Customer-branded portal
Hollis Design LLC
portal for Maple Studio
Invoices3
Quotes2
StatementsMonthly
Pay now
03 · Statements

Statements and balances on demand

Customers can see what they owe and download a statement whenever they like, without emailing you to ask.

  • Statements & balances
Statement · Maple Studio
Opening balance$2,400.00
Invoiced+$3,245.40
Paid−$2,400.00
Balance due$3,245.40
04 · Addresses

Multiple addresses per contact

Store separate billing and shipping addresses, or several office locations, for any customer or vendor.

  • Multi-address support
Addresses · Maple Studio
Billing210 Pine St, Portland, OR
Shipping48 Dock Rd, Portland, OR
Head office1 Market Sq, Seattle, WA

Works with

All 19 features →
InvoicingInvoices appear in the portal.Learn more → Online paymentsCustomers pay from the portal.Learn more → QuotationsClients accept quotes online.Learn more → Email & sharingRead-only share links.Learn more →

Client portal FAQ

What can customers do in the client portal?
View their invoices, quotes, statements and balance, download statements, and pay invoices online.
Is the portal branded?
Yes. Each portal shows your logo and brand color.
Are vendors in the same contact list?
Yes. Customers and vendors live in one unified list.
Can a contact have more than one address?
Yes. Add as many addresses as you need, such as billing and shipping.

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