Customer 365 Portal from CRM Together. Works off the CRM Self Service licensing that comes with the Single User CRM License in Sage 100.
https://crmtogether.com/products/customer-365/Everything is tied to live Sage 100 data and we launch invoice reprints directly from the Paperless location. We haven't had the request to integrate to eInvoicing yet, but I would think you could embed the link to the Customer Site @ Paya for payments as part of the Customer Details in the Portal.
Implementation cost is reasonable, you have control over what you want to show the Portal Users, access is managed directly from within CRM and you have the ability to customize to whatever your needs may be for the client. We even have a simple order entry screen going for one customer that only does a handful of orders online per day. Dumps everything to a CSV and VI runs the import off a SAW Schedule. This customer also runs Option Bills and it gave us the ability to allow the customer-specific option pricing that was needed for order entry.
I like Website Pipeline and we have a couple of their installs running. If this customer is smaller and doesn't have a major web presence, this might be a good solution for you to review.
Also, have you looked at the Paya Integration to see if it will handle what they need?
"The invoices sent through Paya are formatted based on a template that you can customize using Paya's merchant portal. If you use Paperless Office to create PDF versions of the invoices, the PDF files are also sent to Paya, and they are attached to the e-mails.
The e-mails include a link that your customers can use to make a payment. When making a payment, customers can sign in to the Paya customer portal. The portal displays a list of outstanding invoices that have been sent to Paya, and your customers can apply full or partial payments to one or more invoices. Payments applied to eInvoices made through Paya are then imported into Cash Receipts Entry so that you can review and post them. <madcap:conditionaltext data-mc-conditions="Primary.Online">For more information, see Importing eInvoice Payments."</madcap:conditionaltext>
If they just want Open Invoices, the Paya site should be able to manage that detail.
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Kevin Wesley
Lehman, Wesley & Associates
kevin@lehmanwesley.comhttp://www.lehmanwesley.com/------------------------------
Original Message:
Sent: 01-27-2021 08:29
From: Michael Davis
Subject: Customer Portal and integration with Sage 100
Thank you everyone for you suggestions.
Michael
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Michael Davis
Warren Averett Technology Group
Birmingham, AL
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Original Message:
Sent: 01-26-2021 15:18
From: Wayne Schulz
Subject: Customer Portal and integration with Sage 100
I set a customer up on APS ClickToPay about 5 years ago. They were VERY inexperienced and this setup for pretty simple. If I recall, the customer can a single invoice or access their open invoices from a portal. No additional cost beyond APS merchant fees.
pgaray@apsmerchants.com
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Wayne Schulz - Schulz Consulting - 860-516-8990