Share data with your customers to view and update.
Invoicing portals are a secure place to handle payments for services with your customer. This app is similar to our Customer Portal app, redesigned to include our e-commerce features.
In this invoicing portal demo app, customer users log in to request services, view past services, and pay invoices with a credit card. Knack makes it easy to create one page for all your customers to access, while ensuring each customer can only see their own data.
Business users log in to a dashboard where they can view and manage all customer data, review and update services, and add invoices. They can also charge invoices on behalf of customers.
Explore the following resources to help you build your own custom app:
Customers log in to their own dashboard where they view open invoices and have easy access to make a payment.
Customers can pay using their credit card; they can opt to store the credit card details for future payments.
Business Managers and Customers have a 1-click option to submit a payment using stored payment details.
Business Managers have access to a Payments deshboard to view any incoming payment and cross-reference them with their corresponding invoice record.
Customers login to requests services and pay outstanding invoices.
Business Managers view customers to manage their service requests and invoice payments.
Customers can log in any time and make a payment using their credit card and/or a Paypal account
Customers can store their credit card information (Stripe only). Business Managers can charge a customer on their behalf using their stored payment details any time.
This template works with service requests and invoices, but you can customize the app to work with your custom data.
When each customer logs into the customer portal, they will only see the data connected to their customer account.
Approvals, notifications, and permissions can all be integrated into your customer portal, so your customers can participate directly in your business processes and workflows.
Embed the customer portal right into your website so your customers don't even have to leave your site.
Our demo apps are designed as a learning tool. You can get a sense for what types of apps are possible with Knack. Install apps to your own account to see how they are built. Then, build your own custom Knack app using our no-code Builder!