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EzzyBills User Guide

Customer Ordering Portal

In EzzyBills Customer Order Portal, your B2B customers can log in and create sale orders, which will be exported automatically to your accounting software such as Xero, MYOB, and QuickBooks. This service will save you time – no need to process customer orders via phone or email anymore.

In the portal, you will be able to email an invite for your customer to create a new account. They can then login and order themselves. As an admin, you will need to upload your product/parts, or let us fetch them from your website directly. Each part has its price and product image. You can also upload delivery charges.

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Below is an example use case, with your EzzyBills account connected to your Xero.

  1. EzzyBills Settings and Workflow Setup
  2. Set up your Customer Order Portal (as the admin person)
  3. Log into Customer Order Portal as Admin
  4. Invite your customers & customer login
  5. Create Orders
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