© 2026 BX1X
Customer Portal
Your customers don't want to call you.
Give them a better option.
Self-service invoices, quote acceptance, order tracking, proof of payment uploads, and statement downloads — all branded to your business.
Everything your customers need
A branded portal where customers help themselves — and every action is one fewer task for your team.
View & pay invoices
Customers see every invoice with line-item detail and can pay right there. No "resend that invoice" calls.
Accept quotes
Customers review, accept, or reject quotes in the portal. You're notified immediately. No email ping-pong.
Track orders
Follow orders from confirmation through fulfilment. What's dispatched, pending, on its way.
Statements & credit notes
Full transaction history, downloadable anytime. Month-end reconciliation without your involvement.
Proof of payment upload
EFT customers upload proof directly. Your team allocates funds faster.
Profile management
Customers update their own contact details and addresses. Current info without manual entry.
Medical pre-auth requests
Patients submit pre-auth requests through portal, linked to upcoming bookings. (Medical Add-On)
Two access methods
Quick links via email (no login needed) or full account login for persistent access.
The portal workflow
Every customer action flows back into your system automatically.
Document dispatched to customer
Opens in branded portal
Action taken in one click
Balance and status sync
Your team sees it immediately
Why it matters
Stop fielding "can you resend my invoice" calls — customers find and pay invoices themselves
Get paid sooner — customers open an invoice link and pay in two clicks, no login required
Your portal carries your logo, colours, and domain — customers see your brand, not ours
Quotes get accepted or rejected in the portal — no more chasing decisions over email
Every statement download, address update, and proof-of-payment upload is one task off your admin team's list
Patients submit medical aid pre-auth requests through the portal — your front desk handles fewer calls
Access options
Two ways for customers to reach their portal — no friction, no barriers.
Related features
See the portal in action
Book a demo and we'll show you how your customers experience self-service invoices, quotes, and order tracking.