Invoices
Order and Invoice History
A module that integrates with Exact, allowing your customers to view their order and invoice history in the online store or within the customer portal.
A single, centralized environment with information that is always up to date
Customers don’t want to contact the sales support or administrative departments for every question. They expect a central platform where they can independently view orders, invoices, and other important documents whenever needed. The Order and Invoice History is more than just an online overview of orders and invoices.
With this solution, you can create a reliable, up-to-date, and secure self-service customer portal that’s directly integrated with Exact. This ensures that customers always have access to the latest information, while your organization spends less time handling repetitive questions and manual document requests.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
Secure and reliable data as a foundation
A customer portal is only valuable if the information is reliable, up-to-date, and secure. That’s why the Order and Invoice History retrieves data directly from Exact via a secure connection. As a result, customers always work with up-to-date information, without the need for separate exports, manual files, or duplicate records.
Even when organizations want to incorporate AI into their processes, the quality of the output still depends on the underlying data. AI can help analyze, interpret, or present information, but only if that information is reliable and properly accessible.
That is why secure integrations form the foundation of every Portal Builder solution. Reliable data exchange between mission-critical systems ensures that customers always have access to the right information, both now and in the future.
Self-Service for Order and Invoice Information
With the Order and Invoice History feature, you give customers immediate access to the information they need most often. From order status and invoice history to open items and important documents: everything is securely available from a single, centralized location.
This way, customers won't have to call or email as often with individual questions, while your customer service, administrative, and finance teams will spend less time handling recurring requests.
A customer portal that you can expand step by step
The order and invoice history provides a solid foundation for a digital customer portal, but it doesn't have to stop there. As your organization grows, the portal can be expanded step by step with additional functionality.
Think of online payments, returns and service processes, document management, dashboards, product registrations, or custom functionality for specific customer groups. This way, your customer portal evolves step by step to meet both the organization’s needs and customer expectations.
Why do organizations choose a digital customer portal?
A modern customer portal offers benefits for both customers and employees.
For Customers
- 24/7 access to information
- Orders and invoices that are always up to date
- less reliant on email or phone support
- quick access to documents
For Your Organization
- fewer administrative questions
- reduced workload for the administrative and finance departments
- less manual work
- better data quality
- higher customer satisfaction
- scalable digital services
Request a live demo with no obligation
Watch the video for real-time insights into orders and invoices, or schedule a free live demo to see firsthand how this solution can make your processes more efficient.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Arie van Leeuwe
Why Choose Alistar?
Alistar develops Portal Builder solutions that are fully aligned with your business processes and ERP environment. No standalone applications or temporary solutions—just secure integrations that ensure reliable data and future-proof digital services.
Thanks to our many years of experience with Exact, Microsoft, and custom-built portals, we create solutions that not only work today but can also easily scale to meet your organization’s future goals.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
Can I display orders from Exact in a customer portal?
The Order and Invoice History retrieves order information directly from Exact and makes it available in a secure self-service environment. This allows customers to view their order status, order history, and relevant order documents on their own.
Can customers view and download invoices online?
Customers have 24/7 access to their invoices and can view or download them online. This means they don't have to contact the administrative or finance departments as often to request copies of invoices.
Can the customer portal display outstanding items?
Depending on how it is configured, the portal can provide an overview of outstanding items, payment statuses, and other financial information. This allows customers to quickly see which invoices are still outstanding, reducing confusion about payments.
Does the Order and Invoice History feature use up-to-date data from Exact?
Because the module is integrated with Exact, customers work with up-to-date order, invoice, and document information. This helps you avoid separate exports, duplicate records, and outdated files.
What documents can customers find on the portal?
In addition to orders and invoices, you can also make other customer documents available, such as quotes, packing slips, credit memos, product specifications, certificates, manuals, and contract documentation. Which documents are visible depends on the desired configuration.
Is a customer portal linked to Exact secure?
The solution uses secure integrations between Exact and the customer portal. Reliable data exchange and secure access form the foundation of every Portal Builder solution.
Can the customer portal be expanded later?
The Order and Invoice History is part of Portal Builder and can be expanded step by step with additional features, such as online payment, document management, service processes, dashboards, or custom functionality for specific customer groups.
For which organizations is an order and invoice portal a good fit?
An order and invoice portal is particularly useful for organizations that receive a large number of recurring customer inquiries about orders, invoices, open items, or documents. By making this information available online, you can improve the customer experience and reduce the workload on customer service, administrative, and finance teams.
Want to learn more about Exact solutions in practice? Follow Alistar: Exactly on LinkedIn.