Invoice Self-Service Portal for B2B Customers
Stop emailing invoice copies on request. Give customers a branded self-service portal for invoices, statements, and billing documents connected to your ERP.
Outstanding balance
$12,450.00
Due Jun 15
Paid this quarter
$34,050.00
3 invoices
Why teams need a invoice self-service portal
Finance teams spend time on manual invoice requests
AR and customer service staff email invoice copies, account statements, and billing documents on request — a repetitive task that consumes hours each week.
Customers cannot access their billing history independently
Without a self-service portal, every invoice inquiry requires a support interaction, slowing payment cycles and frustrating accounts payable contacts.
Invoice data is siloed inside ERP
The billing information customers need is accurate inside ERP — but sharing it securely requires a controlled external layer.
Key features
Invoice history and document access
Customers view open invoices, paid invoices, and account statements in a branded self-service portal.
Document download and export
Authorized contacts download invoice PDFs, remittance documents, and account summaries without contacting AR.
Account-scoped billing visibility
Each customer sees only their company's billing data. Row-level security enforced at the data layer.
Invoice status and aging
Surface open balance, payment status, and aging summary so customers know what is current and what is overdue.
Common workflows
Accounts payable self-service
AP contacts at customer organizations access the invoices they need to process payment without emailing your team.
AR team efficiency
Reduce the volume of invoice-copy and statement requests that consume AR bandwidth each week.
Dispute and reconciliation support
Customers compare invoice detail, order history, and payment records in one place to resolve discrepancies faster.
Implementation timeline
- 1
Connect ERP invoice and billing data
Map invoice headers, line items, and payment records from ERP to the customer-facing portal view.
- 2
Configure customer access by account
Each customer sees only their own invoices. Finance and AP contacts within an account can receive different levels of access.
- 3
Launch invoice self-service
Deploy a branded billing portal that customers access to retrieve the invoices they need — no request ticket required.
- 4
Measure AR efficiency gains
Track the reduction in invoice-copy requests and manual document fulfillment as self-service adoption grows.
Invoice data from your ERP, accessible to customers
Epicor Kinetic uses a native connector for AR and billing data. SAP, NetSuite, Microsoft Dynamics, Odoo, and other ERP systems connect through REST APIs, CSV data feeds, or SQL integration paths so invoice data stays current without manual exports.
Security and role-based access
Account-level billing isolation
No customer can access another company's invoices or billing records.
Contact-level permission controls
Finance approvers, AP contacts, and general account managers can receive different billing access levels.
Document access logging
Track which users accessed or downloaded billing documents for audit and dispute support.
Frequently asked questions
Ready to launch your invoice self-service portal?
Request early access and we'll walk through your ERP data model, portal workflows, and rollout plan.