Cloudesk Customer & supplier portals
One address for your business, two doors. Customers sign in with the email on their invoices and see what they owe (and how to pay), past payments, their orders with delivery tracking, and their support tickets. Suppliers sign in with the email you have for them to quote your RFQs, acknowledge purchase orders with a delivery date, tell you what's been dispatched and send their invoices — which your accounts team books in a click.
Real screenshots from the app, using a demo workspace.
How it works
Choose what customers and suppliers can see. Your portal lives at your workspace's address.
It's in your RFQ and purchase-order emails automatically, or send anyone their sign-in link from Cloudesk.
A one-time link, valid for 30 minutes. No passwords to forget; only addresses you already have get in.
The tour
01Two portals
Customers and suppliers sign in with the email you already have for them, using a one-time link instead of a password. Each sees only their own records.
02For customers
Customers see their invoices with your payment details, what's overdue, their payments and orders. They can raise a support request that lands in your helpdesk.
03Support
A request from the portal opens a helpdesk ticket with the customer already attached. They can follow its progress from the same tab.
04For suppliers
Suppliers see your purchase orders, promise a delivery date, tell you what they've dispatched, answer RFQs and send their invoices. The team books an invoice as a bill from the portal's list.
In detail
A customer sees invoices to their email; a supplier sees RFQs they were asked on and their own orders and bills.
We'd rather be upfront than surprise you later:
They can ask, but a link is only sent to addresses you already have — and the page says the same either way, so nobody can find out who your customers are.
No. They sign in with a link sent to their email.
Next up: Cloudesk Helpdesk →