Viewing Documents in Customer Portal as a Customer скачать в хорошем качестве

Viewing Documents in Customer Portal as a Customer

📚 Chapters: 0:00 Introduction to Customer Portal Navigation 0:04 Customer Portal Login Requirements 1:10 Accessing My Documents and Statements 2:13 Viewing Invoice Details and Printing 2:36 Exporting Documents Learn to navigate the Acumatica Customer Portal from the customer perspective! Complete guide to viewing invoices, payments, statements, and account documents through the self-service customer portal. 💡 Key Features: Portal Access Requirements: ⚠️ Separate site from main Acumatica ⚠️ Separate user login required User must be tied to customer account Different URL from employee portal Customer-specific credentials Secure access to own data only Navigation Structure: Profile → Finance Section: My Statements (customer statements) My Documents (invoices, payments, memos) Clean, intuitive interface Self-service document access My Statements: ✅ View generated customer statements ✅ Print statements directly ✅ Filter by from/to date range ✅ Multiple statements accessible ✅ Statement history available My Documents: ✅ All document types in one place ✅ Invoices (open and closed) ✅ Payments applied ✅ Credit memos ✅ Debit memos (if any) ✅ Complete account history Document Tabs & Filters: All Records Tab: Shows every document type Invoices, payments, credit memos Complete transaction history Unfiltered view Open Documents Tab: Pre-filtered view Only open status documents Outstanding invoices Unpaid balances Quick access to pending items Custom Filters: Create additional filter tabs Filter by closed status Filter by specific dates Filter by document type Save custom views Toolbar Functions: ✅ Print individual invoice ✅ Print entire account history ✅ Export options (Excel, PDF) ✅ Quick action buttons ✅ Easy document management Header Summary: High-level account overview Total invoice amounts Balance summary Key metrics visible At-a-glance information Invoice Details: Click blue hyperlink on any document Opens printed form view Full invoice details displayed Professional formatted layout Ready for download/print Export Options: ✅ Print directly from browser ✅ Export to Excel (for records) ✅ Export to PDF (for archiving) ✅ Multiple format support ✅ Easy sharing and saving 🎯 Customer Self-Service Benefits: 24/7 Access: View documents anytime No calling AP department Instant invoice retrieval Self-service convenience Reduced support calls Complete Transparency: See all account activity Payment history visible Outstanding balance clear Credit memo tracking Full document access Easy Management: Print invoices for records Download for accounting Filter to find specific documents Export for reconciliation Organized document storage ✅ Step-by-Step Workflow: Accessing Statements: Log into Customer Portal (separate site) Click Profile Navigate to Finance section Click "My Statements" View/print statements Filter by date if needed Viewing Documents: Log into Customer Portal Click Profile Navigate to Finance section Click "My Documents" See all documents or use tabs (All/Open) Click document hyperlink for details Print or export as needed Creating Custom Filters: In My Documents Create new filter tab Set criteria (status, date, type) Save filter Quick access to filtered view 💡 Pro Tips for Customers: Organization: Use Open Documents tab for pending items Check My Statements monthly Export invoices for your records Save PDFs to your accounting folder Create filters for quarterly reviews Reconciliation: Compare documents to your records Verify payment applications Check credit memo applications Export to Excel for matching Print account history for audits Communication: Reference invoice numbers when contacting vendor Download invoices before payment Save statements for disputes Export history for year-end Keep PDF copies for taxes What You Can See: ✅ Your invoices only ✅ Your payments ✅ Your credit/debit memos ✅ Your statements ✅ Your account history What You Cannot See: ❌ Other customers' data ❌ Vendor's internal information ❌ Employee-only functions ❌ Restricted documents ❌ Administrative features Document Types Explained: Invoice: Charges for goods/services Amount you owe Due dates shown Payment terms visible Payment: Your payments applied Payment dates Check/reference numbers Applied to specific invoices Credit Memo: Credits to your account Returns, adjustments Reduces amount owed Applied to invoices Statement: Account summary Period activity Opening/closing balance Aging information #Acumatica #CustomerPortal #SelfService #InvoiceAccess #CustomerExperience #ARManagement #CustomerService #DocumentManagement #B2BPortal #VendorPortal #InvoiceManagement #CustomerStatements #AccountsPayable #VendorManagement #ERPPortal #CustomerAccess #DocumentPortal #SelfServicePortal #B2BCustomer #InvoicePortal #PaymentHistory #CustomerDocuments #PortalAccess #VendorRelations #CustomerTransparency #ERPCustomer #AcumaticaPortal #CustomerSelfService #OnlineInvoices #DigitalDocuments