AR portal walkthrough: what the customer actually sees
A two-minute tour of the REQUORDIT AR Hub customer view, invoice list, dispute flag, partial pay, ACH versus card, pulled straight from the receivables demo.
When AR teams ask what their customer sees in the portal, the answer matters more than they expect, it's the surface every late payment, dispute, and short-pay happens through. Here's the walkthrough we run in the receivables demo, condensed.
Landing view
Branded to your company. Customer sees open balance, past-due amount, and a list of invoices grouped by status: open, scheduled, paid, disputed. No login gymnastics, no PDF downloads required to see what they owe.
Invoice detail
- Original invoice PDF inline (not a download).
- Attached delivery ticket or BOL where applicable.
- Line-item view with quantity, unit, and amount.
- A single button to dispute a line and one to short-pay with reason code.
Payment
ACH and card both available. Customer chooses partial or full. If they're paying multiple invoices, the portal lets them check the boxes and pay once. Remittance lands in your ERP already matched to the invoice IDs.
What the AR team gains
Calls drop because customers can self-serve. Disputes get flagged in the system instead of in someone's voicemail. DSO falls because the path from open invoice to cleared payment loses the steps that used to require an analyst.