Service & Ops · Built · early access
What they owe. What they need to decide.
A customer signs in with their own password and finds their invoices, their balance, anything overdue, and any proposal waiting on an answer they can give right there.
Your customers sign in and see their own invoices and proposals.
What it does
Inside Customer Portal.
The tools available in this part of Akiroo.
- 01
A customer login of its own, switched on one customer at a time from their contact record.
- 02
A front page with open invoices, the amount due, and how many are overdue.
- 03
Each invoice in full: line items, quantities, tax, totals, issue date, and due date.
- 04
Proposals the customer accepts or declines themselves, filed in the document history under their name.
- 05
Drafts stay internal — a customer sees only what you have sent them.
- 06
Each customer’s login reaches only their own documents.
- 07
A sign-in and a set of screens built for someone who has never used your workspace.
- 08
Revoke a customer’s access and they are signed out on their next click.
Early access