Integrating with Sage 200, Spindle Self Serve is an online portal offering 24/7 access to your customers and staff to financial and accounting information.
Customers have ‘self-service’ access to their own accounts, so will always have the information to hand to pay you on time, reducing queries made via telephone call or email.
Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage
24/7 online portal
- Select to view Dashboard, Orders or Invoices.
- Customers only have access to their own online account.
- See Account Terms, Balance and Credit Limit.
- See Invoice & Credit History.
- Download original PDFs.
- Monthly turnover view.
- See Order and return detail.
- Click on Order or Invoice to drill down to view detail.
Spindle Self Serve features include…
Clean & simple dashboard
customers have a complete overview of their account.
Branded portal with your logo and colour schemes
assure your customers they are in the right place.
Increase customer satisfaction
customers can access their online account at any time.
Improve staff productivity
staff can access customer accounts without the need to access Sage 200.
Fewer admin queries
reduced incoming phone calls and emails.
integrates with Spindle Document Management to view PDF documents of invoices, statements, credit notes and much more.
Benefits to your company
- Staff can view customer accounts without the need to access Sage 200
- Remote access to view account information whilst away from the office
- Real-time financial and accounting information
- Reduce time spent on customer admin queries
- Promote your business with in-system pop-up messages**
- Staff can view current stock availability and place orders**
Benefits to your customers
- 24/7 online access to view their own account
- Customer dashboard with account overview
- View sales order status and invoice history
- Re–print or download PDF invoices and statement’s on demand*
- Customers can view available stock and place orders online at any time**
- Browser-based access across all devices