Acumatica Customer Portal Setup Guide

Introduction

Acumatica Customer Portal provides a self-service platform for customers to view invoices, make payments, track orders, and manage their accounts online. This guide covers the complete setup process.

Prerequisites

• Acumatica ERP installed and configured
• Customer module enabled
• Web portal add-on license
• SSL certificate for HTTPS
• Payment gateway account (optional)

Portal Configuration

Enable Portal

// Enable Customer Portal
// 1. Go to System > Enable Features
// 2. Select "Customer Portal"
// 3. Configure portal settings in Customer Portal Setup

Portal Settings

// Configure in CS2090S (Portal Settings)
// - Portal URL: https://portal.yourcompany.com
// - Default Customer Class
// - Approval Workflow
// - Email Notifications
// - Session Timeout: 30 minutes

Customer Access

// Enable portal access for customers
// 1. Open Customer (AR303000)
// 2. Enable "Portal Access"
// 3. Set portal user credentials
// 4. Assign portal roles

Portal Features

Dashboard

// Customer dashboard includes:
// - Account Summary
// - Open Invoices
// - Recent Orders
// - Payment History
// - Open Cases

Invoices & Payments

// Available actions:
// - View and download invoices
// - View payment history
// - Make online payments
// - Set up auto-pay
// - Download statements

Orders

// Order management:
// - View order status
// - Track shipments
// - View order history
// - Reorder from history

Online Payments

Payment Gateway Setup

// Configure Payment Gateway
// 1. Go to System > Payment Gateways
// 2. Add new gateway:
//    - Authorize.Net
//    - PayPal
//    - Stripe
// 3. Enter API credentials
// 4. Test connection

Payment Processing

// Payment options:
// - Credit/Debit Cards
// - ACH Direct Debit
// - PayPal
// - Multiple Currencies

Auto-Pay Setup

// Configure Auto-Pay
// 1. Customer enables auto-pay
// 2. Select payment method
// 3. Set payment schedule
// 4. System processes automatically

Customization

Branding

// Customize portal appearance:
// - Logo
// - Colors
// - Banner images
// - Custom CSS

Custom Pages

// Add custom pages:
// - Company information
// - FAQ
// - Support tickets
// - Product catalogs

Best Practices

• SSL is mandatory - Use HTTPS for all portal traffic
• Regular password resets - Enforce security policies
• Monitor access - Track login attempts and activity
• Automate notifications - Send invoice and payment reminders
• Mobile responsive - Ensure portal works on all devices
• Regular testing - Test payment flows regularly

Summary

Acumatica Customer Portal provides powerful self-service capabilities that improve customer satisfaction and reduce administrative overhead. Proper configuration and customization ensure the portal meets your business needs.

For more Acumatica guides, check out Acumatica E-commerce Integration and Acumatica Financial Modules.