A Self-Service Customer Portal, Built Into Upbooks
Give your customers a secure portal where they can manage their account, track enquiries, view proposals, place orders, access credit notes, and make payments — all in one place.
General Features & Benefits
A secure, intuitive portal that works the way your customers do.
Mobile responsive design
Access anywhere on phone, tablet, or computer.
Secure access
Your data, your control — secure login and privacy.
Real-time updates
Information updates automatically; no refresh needed.
Easy navigation
Intuitive design with clear menus and quick actions.
Document management
Digital records; download any document when needed.
Multi-currency support
See all amounts in your preferred currency.
Search & filter
Find orders, invoices, or payments quickly.
Dashboard
Your Business Overview at a Glance
- Complete financial summary in one place
- Total order value, total billing, and outstanding dues
- Lists all unpaid invoices that need attention
- Quick access to pay invoices directly
- Mobile friendly — check account status on the go
Why it matters
Save time with instant visibility. Stay on top of payments, prevent late fees, and manage cash flow — pay invoices with one click without leaving the dashboard.
Orders
Complete Order History & Tracking
- View all past and current orders in one place
- See order status (confirmed, paid, invoiced, etc.)
- Access detailed order info: items, quantities, prices, taxes, discounts
- Download order documents
- Track which invoices are linked to each order and payment status
- Multi-currency support — see amounts in your preferred currency
Why it matters
Order transparency, easy reference without searching emails, budget planning from spending patterns, and complete details for dispute resolution and tax compliance.
Proposals
Review & Track Business Proposals
- View all proposals sent to you
- See proposal details: items, pricing, taxes, and discounts
- Download proposal documents
- Track proposal status (sent, confirmed, ordered)
Why it matters
Informed decision making, compare proposals side-by-side, download for records, and approve quickly without back-and-forth emails. See exact costs including taxes and discounts upfront.
Payments
Complete Payment History & Tracking
- View all payment transactions in one place
- See payment details: amount, date, method, and status
- Track which invoices were paid with each payment
- View payment status (completed, pending, failed, cancelled)
Why it matters
Complete payment history for accounting and tax, easy reconciliation with invoices, audit trail when needed, and better cash flow planning from payment patterns.
Enquiries
Submit & Track Your Requests
- Create new enquiries for products or services you need
- Search and add items or services to your enquiry
- Add additional notes or special requirements
- View all enquiries and their status
- Track progress (awaiting quote, quoted, confirmed)
- Download and share enquiry documents
Why it matters
Submit requirements quickly without phone calls or emails, anytime. Clear communication with detailed notes, status tracking, and full documentation for future reference.
Credit Notes
Track Refunds & Adjustments
- View all credit notes issued to you
- See which invoices are linked to each credit note
- Access detailed credit note information
- View credit note status and amounts
Why it matters
Easily see all credits and refunds applied to your account, verify adjustments are correctly recorded, and access details for dispute resolution and record keeping.
Account Management
Update Your Information
- Update contact information (name, email, phone, designation, department)
- Manage shipping and billing addresses separately
- Update tax information (GST/VAT numbers)
- View and edit your profile details
Why it matters
Keep information current so invoices and deliveries go to the right place. Self-service updates instantly without calling or emailing, with correct tax info and multiple addresses.
How This Enhances Your Business
- Saves time — no more phone calls or emails to check order status, invoices, or payments
- Reduces errors — all information in one place, reducing miscommunication
- Improves cash flow — better visibility into what you owe and when
- Professional image — modern, efficient way to manage your business relationship
- Better planning — complete visibility helps you plan purchases and payments better
- 24/7 access — manage your account anytime, anywhere
- Reduced paperwork — everything is digital and organized
- Better record keeping — all documents and transactions in one organized place
- Self-service — handle most tasks yourself without waiting for assistance
Pricing Plans for Customer Portal
Customer Portal is available starting from the Growth plan. Choose the plan that fits your business needs.
*Prices are exclusive of taxes
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓Unlimited Employees
- ✓Unlimited Assets
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓Invite upto 5 Teammates
- ✓10 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact SalesWhat's included:
Ready to delight your customers?
Give clients the modern portal experience.