NetSuite Extension
Customer Portal
Empower Your Customers
The Customer Portal for NetSuite is a powerful all-in-one platform that empowers your customers to self-service their account by providing a secure way for them to manage invoices, credit card or bank/ACH payments, support cases, and more. There is no separate integration needed, and we leverage standard NetSuite functions and data as much as possible. Simply work with our team to quickly deploy the portal in your NetSuite environment and free up your A/R staff to focus on priorities.
Invoice Management
Whether your customers need to view, print, or pay their invoices, our portal offers them everything they need to conveniently manage the process.
NetSuite enables users to view, manage, and pay invoices with advanced features like payment splitting, credit memos, historical sorting, and customizable convenience fees by card type.
Customer Portal Key Features
User Management
With our premium version, your customers can give/remove access to others in their organization, including view only access.
Security
Our 2FA login feature allows you to enable enhanced security measures when your customers access the customer portal.
Support Management
If you are using NetSuite case management, you can extend this to your customers through our portal, allowing them to submit support cases or view/update existing cases. It provides a convenient place for customers to view/manage all of their support cases.
Payment Method Management
Our portal provides your customers with complete control over managing their payment options.
Leverage full data/PCI/encryption built into NetSuite and your payment processor (no data stored in portal).
Add or remove bank account or credit card information.
Profile Management
Our portal allows your customers to view and update their account information, such as billing/shipping addresses, phone numbers, and email addresses.
Order Management
With our premium version, customers can place sales orders, either by copying an existing order or creating a new one. And, you can create customer specific item lists and pricing. While this is not a full eCommerce solution, it's a great option for your B2B customers who place similar ongoing orders.
Custom Content
Throughout our portal, virtually all lists are controlled via NetSuite saved searches, making it easy to filter data and customize the data elements/fields shown without technical customization. With our premium version, you can also have custom tabs/pages added, such as projects, shipments, royalties, custom records, etc.
Other NetSuite Extensions
Contact Us
Talk to Strategic about adding extensions to your NetSuite environment.
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