Customer portal

Introduction

Managing customer transactions across multiple screens can be time-consuming and confusing. To simplify this experience, Customer Portal is designed as a unified Account Dashboard that allows customers to view and manage Invoices, Quotations, Sales Orders and Payments from a single screen in our website portal.

This module enhances the standard customer portal by offering better visibility, easy navigation and seamless payment handling making financial interactions smoother for both businesses and customers.

Why We Built This Module

In the default system, customers often need to navigate through multiple menus to check invoices, quotations or payment details. This leads to poor user experience and unnecessary complexity.

Customer Portal was built to solve these challenges by:

    * Centralizing all customer financial data
    * Reducing navigation steps
    * Providing real-time payment status visibility
    * Improving customer self-service capabilities

The goal is to deliver a simple, intuitive and efficient portal experience.

Key Features

    * Account Dashboard
    * Customer Profile Tabs
    * Invoice & Payment Management
    * Make a Payment
    * Filter & Sort Option
    * Invoice Download
    * Quotations View
    * Sales Orders View

Business Benefits

    * Improved Customer Experience: Simple, self-service portal reduces support requests.

    * Time-Saving: Customers can manage invoices and payments without contacting accounts teams.

    * Better Transparency: Real-time visibility of payment status and outstanding amounts.

    * Faster Payments: Integrated payment flow encourages quicker invoice settlement.

    * Professional Appearance: A clean and structured dashboard enhances brand credibility.

Get the customer portal module now on the Odoo App Store:

https://apps.odoo.com/apps/modules/19.0/skit_customer_portal

Conclusion

The Customer Portal transforms the customer account experience by bringing everything Invoices, Quotations, Sales and Payments into one easy-to-use dashboard. With powerful filtering, seamless payment handling and clear status tracking, this module helps businesses improve efficiency while offering customers complete control over their financial interactions.

If you’re looking to simplify customer communication and accelerate payments, Customer Portal is the perfect solution.



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