Trade & building suppliers
Trade accounts, end-of-month reconciliation, invoices, statements, delivery dockets and PODs.
View detailsUse cases
B2B customer self-service for established account relationships
InvoicePortalX is best suited to businesses where repeat customers regularly need invoices, statements, balances, delivery records or related account documents.
Where it fits
Find the use case closest to your business
The common factor is not the industry label. It is reliable source data, repeat B2B relationships and recurring requests that your team handles manually.
Wholesale & distribution
Repeat buyer accounts needing reliable access to account history and documents.
View detailsIndustrial & equipment suppliers
Parts, machinery and maintenance suppliers with long-running commercial accounts.
View detailsLegacy & on-prem systems
Established systems that work internally but have no practical customer-facing layer.
View detailsCommercial service businesses
Recurring contracts, multi-site customers and repeated account or service-document requests.
View detailsNot designed for one-off invoice retrieval
Businesses serving mainly one-off consumers, replacing their ERP, or seeking collections and payment automation should use a product designed around those requirements.
First rollout
Start with the requests creating the most admin
Tell us what customers ask for and where the information lives. GX Code will recommend a practical first scope and connection approach.