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Adview is becoming OneDash. Same local team, one stronger workspace for your business.

Customer Portal

Self-service portal for your customers

Give customers a professional portal to view and download documents, accept quotes, pay via PayFast, Ozow, Yoco, or Paystack, track orders, and open support tickets, on your domain with white-label branding on Enterprise.

  • Customers view invoices, quotes & statements online
  • Pay via PayFast, Ozow, Yoco, or Paystack from the portal
  • Track orders and manage wallet balance
  • Raise support tickets without emailing
Portal Activity
Active users
248
This month
Payments
R186K
Via portal
Self
Service
Pay
Online
Brand
Your domain
Tickets
Support

Everything in Customer Portal

Clients view invoices, pay online, track orders, and raise support tickets on your branded portal.

01

Portal Features

Invoices & quotations

Customers view, download PDFs, and accept or reject quotes online.

Payments & receipts

Pay outstanding invoices via linked gateways. View payment history and receipts.

Statements & credit notes

Download statements and view applied credit notes.

Orders & wallet

Track order status and manage contact wallet balance.

Support tickets

Customers raise and track support tickets without emailing.

Documents & profile

Access shared documents and update contact profile details.

From setup to results

1

Invite

Customers receive portal access from invoices or welcome emails.

2

Self-serve

They view documents, accept quotes, and pay outstanding balances.

3

Support

Raise tickets, track status, and download shared documents.

Built for real teams

B2B clients

Professional portal for account customers to manage their relationship.

White label

Enterprise: your domain, branding, colours, and HTTPS.

Which plan includes this?

All prices incl. VAT. See full pricing →

PlanAvailabilityNotes
CoreIncludedStandard portal
StarterIncluded
Pro+Included
EnterpriseWhite labelCustom domain

Works natively with

No Zapier required. These modules connect inside OneDash with shared contacts and data.

Invoicing
PayFast
Ozow
Yoco
Paystack

Common questions

Ready to use Customer Portal?

14-day free trial on Core or Starter. No credit card required. Setup takes minutes.