KES Customer Portal
PROVIDE CUSTOMERS WITH 24/7 ACCESS TO THEIR ACCOUNTS
DO MORE WITH NETSUITE
Empower Your Customers
The KES Customer Portal is a powerful all-in-one platform that empowers your customers to self-service their account by providing a secure way for them to manage invoices, credit card or bank/ACH payments, support cases, and more. Built as an extension to your existing NetSuite instance, it’s easy to setup and use and will free up your A/R staff to focus on priorities.
KES Customer Portal Key Features
Whether your customers need to view, print, or pay their invoices, our portal offers them everything they need to conveniently manage the process.
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- View, print, and pay invoices using the PDF format you have defined in NetSuite
- Pay single or multiple invoices.
- Select amount to pay on each invoice to handle disputes or to split between multiple payment methods.
- Sort/filter to view historical invoices and payment history.
- View and use credit memos when paying invoices (can disable if not needed).
- Charge convenience fees for customers who pay via credit card.
- Set different convenience fee rates by card type.
Our 2FA login feature allows you to enable enhanced security measures when your customers access the customer portal.
Our portal provides your customers with complete control over managing their payment options.
- Leverage full data/PCI/encryption built into NetSuite and your payment processor (no data stored in portal).
- Add or remove bank account or credit card information.
KES recommends MerchantE as your payment processor for full integration.
Throughout our portal, virtually all lists are controlled via NetSuite saved searches, making it easy to filter data and customize the data elements/fields shown without technical customization. With our premium version, you can also have custom tabs/pages added, such as projects, shipments, royalties, custom records, etc.
Our portal allows your customers to view and update their account information, such as billing/shipping addresses, phone numbers, and email addresses.
With our premium version, your customers can give/remove access to others in their organization, including view only access.
If you are using NetSuite case management, you can extend this to your customers through our portal, allowing them to submit support cases or view/update existing cases. It provides a convenient place for customers to view/manage all of their support cases.
With our premium version, customers can place sales orders, either by copying an existing order or creating a new one. While this is not a full eCommerce solution, it's a great option for your B2B customers who place similar ongoing orders.
KES Customer Portal Pricing
STANDARD
+ $1,600 set-up fee
- View, Print & Pay Invoices
- Payment Method Management
- Credit Card Convenience Fees Management
- View/Apply Credit Memos
- Case/Ticket Management
- Profile Management
- Secure Login with 2FA Available
PREMIUM
+ $3,200 set-up fee
- View, Print & Pay Invoices
- Payment Method Management
- Credit Card Convenience Fees Management
- View/Apply Credit Memos
- Case/Ticket Management
- Profile Management
- Secure Login with 2FA Available
- Sales Order Management
- User Management
- Custom Tab/Page (2 max)
- RSS Feed (1 max)
KES Customer Portal vs. NetSuite MyAccount
If you're considering solutions to provide your customers with 24/7 account access,
check out our KES Customer Portal vs. NetSuite MyAccount comparison guide.
