PlanIt EPOS · Customer Portal

Documents, orders, payments and statements in the portal

What does this do?

The portal answers the questions trade customers ring you about: what did I order, has it arrived, what have I paid, and can I have a statement. All of it comes from the till, so there is nothing for you to send.

How to use it

  1. What your customer does for an invoice: Invoices lists every invoice with net, VAT, total and status. They press one and use Print / PDF to print it or save it.
  2. For an order: Orders shows each customer order with its status (for example Ordered, Awaiting stock, Ready for collection, Out for delivery), the supplier and the expected date. Pressing an order shows the products on it.
  3. For payments: Payments lists every payment with its date, method and status, next to the outstanding balance and overdue amount.
  4. For a statement: Statements shows a month-by-month summary of invoiced, paid, credited and net movement. They can set a from and to month, press Apply, then Print / PDF. Download statement on the Dashboard goes to the same place.
  5. Documents collects invoices, statements, quotes and credit notes in one list with an Open link on each. History shows the same account as a timeline.
  6. Account shows their credit limit, available credit, payment terms and account status, with a Make a payment button.
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Related guides

Print or export an account statement

An account statement lists everything the account still owes: each document, its date, gross, paid and balance. Print it to post or hand over, or export it as a spreadsheet file.

Trade Accounts

Customer order statuses explained

Every customer order has a status that says where the job is, from not yet ordered to collected or fitted. Moving it along keeps the list honest and tells the whole shop what needs doing next.

Customer Orders

Track an order from supplier to fitting

Customer Orders is the list of jobs waiting on something: stock from a supplier, a fitting date, a collection or a delivery. Each order tracks the supplier, when it is expected, its status and the money still owing.

Customer Orders

Send monthly statements to trade accounts automatically

Each trade account can get one email a month listing everything it still owes and what is overdue. It is separate from invoice reminders: you can have either, both or neither.

Invoices & Getting Paid

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

Choose which portal sections a customer can see

Each portal login has its own list of sections. You can hide any of them for one customer, lock the login temporarily or switch it off completely, all from their trade account on the till.

Customer Portal
Questions this guide answers
  • Can customers download their own statement?
  • Can customers see the status of an order in the portal?
  • How does a customer print an invoice from the portal?

Last updated 2026-09-03 · Direct link for this feature