Client Billing Portals for Professional Services Firms on NetSuite
Services firms on NetSuite answer the same requests every week: resend the invoice, what is our balance, who do we talk to about this charge. SphericalBRM gives clients a branded portal where they see their NetSuite invoices and statements, pay by card and open a support case, so finance stops acting as a help desk.
The challenges you face
Invoice questions land on the finance team
Clients cannot see their own NetSuite account, so every copy request, balance check and payment confirmation is an email to accounts receivable.
Payment still arrives by check or phone
Without a place to pay online, clients mail checks or call with card details, and receipts have to be matched to invoices by hand.
Several contacts, one client account
The accounts-payable contact, the project sponsor and the procurement lead each need their own login to the same client account, with access that fits their role.
Internal staff need a few screens, not all of NetSuite
Account managers who create customers, raise quotes and check balances do not need a full NetSuite seat or the full NetSuite interface.
How SphericalBRM helps
Client portal with open invoices, invoice print, customer statements and payment by card through Paystand or Accept Blue, including partial payments
Support cases clients can open and reply to with attachments, created as NetSuite support cases and linked to the client record
Separate logins and roles for each contact at the client company, with email-and-password or SSO sign-in (Azure AD, Okta, OneLogin)
Employee screens for creating customers, raising and converting quotes, and viewing a client's Customer 360: addresses, order history, open invoices and notes
Dashboards built from NetSuite saved searches or SuiteQL, so clients and account managers see balances and activity without a NetSuite login
Key use cases
Pay invoices online
Clients review open invoices, pay one or several in full or part by card, and the customer payment is applied in NetSuite.
Statements and invoice history
Clients see their customer statement and past invoices and print them, instead of asking finance for copies.
Support cases from the portal
Clients raise a NetSuite support case, attach documents and follow replies in the portal; your team works the case in NetSuite.
Quotes that convert to orders
Account managers create a NetSuite estimate for an engagement, edit it as scope changes, and convert it to a sales order when the client signs off.
Ready to transform your professional services portal experience?
See how SphericalBRM can help your business create better NetSuite experiences for every stakeholder.
