Spindle Self Serve is an online portal offering 24/7 access
Integrating with Sage 200
Spindle Self Serve – Online Portal for Sage 200
Integrating with Sage 200, Spindle Self Serve is an online portal offering 24/7 access to your customers and staff to financial and accounting information. Customers have ‘self-service’ access to their own accounts, so will always have the information to hand to pay you on time, reducing queries made via a telephone call or email. Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage.
24/7 online portal
- Select to view Dashboard, Orders or Invoices.
- Customers only have access to their own online account.
- See Account Terms, Balance and Credit Limit.
- See Invoice & Credit History
- Download original PDF’s
(requires Spindle Document Management)
- Monthly turnover view
- See Order and return detail
- Click on Order or Invoice to drill down to view detail