Trade credit accounts
Provide available invoice history, balances and statements for repeat account customers.
Trade & building suppliers
Help trade customers reconcile jobs without calling your team
Give builders, contractors and trade account customers one place to retrieve selected invoices, statements, delivery records and account information.
The operational problem
The reconciliation problem is bigger than an invoice PDF
At month end, a customer may need the invoice, delivery record, statement and job, site or purchase-order reference together. When those records live only inside the supplier’s ERP, finance and branch staff become the retrieval service.
Delivery evidence
Surface delivery dockets and proof-of-delivery documents when supplied by the source system.
Branches and sites
Reflect configured branch, depot, job or site structures where reliable source data is available.
A practical first scope
Start with the account information customers request repeatedly
Fields such as job, site, branch, order or purchase-order references are included only where the source system supplies them and the configured portal supports them.
Existing dataPronto, Jiwa, MYOB Exo or similar trade systems
Customer-facing layerInvoicePortalX
Secure accessAuthorised customer
Common environment
Pronto, Jiwa, MYOB Exo or similar trade systems
Businesses running these or similar systems may be suitable where the required account and document data can be exported or accessed. If the existing ERP portal already meets the requirement, use it.
Named systems are examples only. Inclusion does not imply a vendor partnership, certification or pre-built connector. Compatibility depends on the interfaces available in the customer environment.
Questions
Questions about fit and rollout
No. If the existing portal meets the requirement, it is usually the better choice. InvoicePortalX fits when customer access is missing, limited or impractical to deploy.
Yes where those fields are supplied by the source system and included in the configured portal scope.
No. The source system remains authoritative.
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.