Your customer has access to an online storage portal where they can manage their account, update their payment information, make payments, and download invoices. A link to the portal will be sent to your customer each time an invoice is generated and emailed to them so they may view and pay the invoice online. The customer simply needs to click the link in the email or SMS they receive to access the portal, there is no login or password.
Note: This portal is mobile-friendly, so customers are able to easily view and interact with the portal from their mobile device.
The portal shows the following information:
Account Status: Whether the account is active or closed
Move In Date: The date the customer's items were moved into storage
Balance Due: The balance currently due on the account for all outstanding invoices.
Next Invoice: Date the next invoice will be sent
Billing Contact: The customer's representative from your company and their contact information
My Info: The custom's name and contact information
Storage Details: The volume and weight of the customer's storage items and number of containers used
Payment Method: The card on file that is used for storage charges. If none exists, they can add one here
Recent Invoice: A list containing the current and previous invoices the customer has received.
Actions customers can take
Customers are able to use the storage portal to change their payment method, make a payment, and view/download invoices.
Change payment method
The customer can click Change Payment Method to add / change the payment method for their monthly storage charges.
Make a payment
The customer can click Make a payment to pay an invoice. From here, they will be able to either select a card on file or add a new payment method.
View itemized invoice and/or download invoice
The customer can view an invoice by clicking the invoice number.
From here, they can see the itemized invoice. To download, they can click Download.
