Customer Portal

The Customer Portal in Appliance.io is designed to make the post-sale experience smooth, transparent, and stress-free for both you and your customers. It gives customers direct access to their order details without logging in or entering an order number.

Through the Customer Portal, customers can securely make payments, review their order summary, schedule deliveries, and track deliveries in real time. Everything happens in one simple, guided flow that keeps customers informed from payment to delivery completion.

To send a Customer Portal link, start from the Quote page.

Below the Salesperson section, you’ll find the Customer Portal area. From here, you can control how the customer pays and how the Portal is shared.

Before sending a payment link, all items in the order must have their fulfillment details configured. This ensures the order is ready for the customer to complete and prevents them from entering an incomplete checkout flow. If fulfillment is missing, the system displays the message:

In this case, payment links cannot be sent until the required fulfillment information has been completed.

First, choose the payment option:

Once selected, click Send Invoice.
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If fulfillment is complete, you can include a payment link in the email. Otherwise, the system automatically changes the action to Send Invoice without Paylink until the order is ready.

A pop-up window will appear where you can:

Before sending, you can also customize what’s included in the email, such as:

When ready, click Send, and the Customer Portal link is delivered directly to your customer.

You can copy the Customer Link and share it manually via text or another messaging platform.

From the customer’s perspective, the Portal is organized into five simple steps:

Each step guides the customer forward automatically once the previous step is completed.

In the Review Add-Ons step, customers can review any add-ons included in their quote and customize their protection plan if available.

This step clearly shows:

Once reviewed, the customer clicks Continue to proceed.

Before payment, customers are guided through the Terms & Conditions step.

This step is only available after all fulfillment requirements have been completed for the order.

Customers can:

If additional products that require Terms & Conditions are added after signing, customers will only be asked to acknowledge the new documents.

Next is Payment.

Customers can securely complete payment using one of the following options:

Once payment is completed, the Portal automatically advances to the next step.

After payment, customers move to Delivery Scheduling.

At this stage:

Once the delivery date is confirmed, the order becomes locked and can no longer be changed.

Customers then click Continue to move forward.

Once the order is routed, the Portal automatically transitions to Delivery Tracking.

Here, customers can track their delivery in real time, including:

All delivery-related information is displayed on a single, easy-to-read screen.

After the order is successfully delivered, customers are shown an Order Confirmation page confirming that everything is complete.

The Customer Portal helps streamline communication, reduce manual follow-ups, and give customers confidence throughout the entire post-sale journey.

From secure payments to delivery tracking, Appliance.io’s Customer Portal keeps everyone informed every step of the way.