CORPORATE TRAVEL CUSTOMER PORTAL
Give corporate customers a portal for their unpaid invoices, payments and ledger. Finance answers fewer balance queries, and collections move faster.
Unpaid invoicesAlways current
PaymentsWhat has cleared
LedgerThe full account
StatementsEmail and WhatsApp
IN THE DAILY WORK
Corporate customers ask the same questions every month. The portal answers them from the same records finance already keeps.
01Unpaid invoices
Each corporate client signs in to see their unpaid invoices, with the trip, the amount and the date on each. The list updates as invoices are raised and receipts arrive.
Their finance team books the invoices without waiting for a statement. Your team spends less time resending documents and answering balance queries.
02Payments
The payments view shows what the client has paid and which invoices each payment settled. The ledger shows the full account, from opening balance to today.
When a client questions a balance, both sides look at the same ledger. Disputes close faster because the trail is already there.
03Follow-up
Share account activity and documents by email or WhatsApp straight from the customer account. Bulk emails send statements to every corporate client at month-end.
Overdue amounts come from the aging view, so the account team follows up on the right invoices with the right figures.
HOW IT WORKS
Trips are invoiced to the corporate account.
The portal shows unpaid invoices and the ledger.
Payments settle invoices as they arrive.
Statements and reminders go out on time.
QUESTIONS IT ANSWERS
Each answer comes from the same live records, so the team spends the time acting on it.
The portal lists every unpaid invoice with its trip and date.
Each payment shows the invoices it settled.
Send it on email or WhatsApp from the account.
The aging view lists the accounts to follow up first.
A live walkthrough
Thirty minutes on the calendar. We follow a booking through to the books, and you choose the time.
