Self-Service Portal
Self-service for your customers
One secure link. No login. Full access.
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Self-service that saves everyone time
Your customers help themselves. Your team focuses on what matters.
No login, no friction
Each customer gets a unique secure URL — accessible from any invoice email or via QR code. No accounts to create, no passwords to remember. Just click and go.
Full account overview
Customers see all their invoices in one place — filterable by status, searchable, and paginated. They see amounts, due dates, and payment status at a glance.
Promise-to-pay commitments
Customers can commit to a specific payment date and amount directly from the portal. CashCycle records the promise and tracks it through to fulfillment.
Disputes and remittance uploads
Customers raise disputes with details and attachments — collections pause automatically. They can also upload proof of payment or remittance advice, which feeds into your matching engine.
Zero friction for your customers
Share the portal link
Every invoice email includes a unique portal link. You can also share a QR code. Customers click through to see their full account — no signup needed.
Customers take action
They can view invoices, commit to payment dates, raise disputes with attachments, or upload remittance documents — all self-service, any time.
You get notified instantly
Every portal action triggers a notification in your Action Center. Disputes pause collections automatically. Promise-to-pay commitments are tracked and flagged if missed.
Less back-and-forth, faster resolution
No more email chains asking for payment proof or dispute details. Customers provide everything through the portal. Your team reviews it all in one place.
Early access
Ready to transform your receivables?
See how CashCycle cuts collection time, automates the busywork, and gives your finance team the clarity it deserves.