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B2B customer portal for orders & invoices

A customer account portal is where each business customer signs in to see only their own orders, invoices, contracts and documents, follow each order's status, and raise a support request against an order.

Pattern: Client hubs

Describe it to Pory

“We supply commercial kitchens. Each restaurant should see their own orders and invoices, the status of each order and their contracts, and raise a support request when something arrives damaged.”

Viewing as

My orders

Orders

PO-2293Blast chiller, 5-trayOct 12, 2026Picking3280
PO-2286Wine and tumbler glasses, 12 dozenOct 8, 2026Shipped410
PO-2291Combi oven, 10-grid, with standOct 5, 2026Delivered8950
PO-2295Hotel pans and lids, 40 of eachOct 15, 2026Received520
PO-2274Chef's knives ×12, color-coded boardsSep 30, 2026Delivered640
PO-2248Induction wok station, twinSep 9, 2026Delivered2150

Showing 1–6 of 6

My orders

Powered by Pory

In plain English

How Pory sets it up

Pory gives every customer and account manager a sign-in of their own. Each customer sees only their own orders. It covers orders, invoices, tickets and documents. Orders, deliveries, invoices, contracts & documents, support requests and copperpot team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Every kitchen gets a private view of its own orders and paperwork

Customers used to call their account manager for anything about their account, because the only place it all lived was the back-office system. In Pory each customer signs in and sees only their own orders, deliveries, invoices, documents and support requests. The account manager sees every customer's, and no restaurant ever sees another's price list.

Client-only accessDone by: Customer
02

Orders sit next to their invoices, so nobody asks for a copy

Finding an old invoice used to mean emailing accounts and waiting a day for a PDF. In Pory each order lists what was on it, when it was placed, its value and the invoice file attached, in one table the customer can search and sort. The accounts team stops re-sending invoices at the end of every month.

Tables to manage recordsDone by: Customer
03

Kitchens see whether an order is picked, shipped or delivered

"Where's my oven?" used to be a phone call in the middle of the lunch rush. Each customer sees their own orders move from Received to Picking, Shipped and Delivered, with the items listed on each. The warehouse answers fewer calls, and the head chef plans the week knowing what's on its way.

Status tracker for the submitterDone by: Customer
04

Supply agreements, price lists and warranties live on the account

Contracts and price lists used to be attachments in someone's inbox, and which price list was current was a matter of opinion. In Pory each customer opens their own contracts and documents, with the file attached and the date it was added. Warranty claims start from the warranty itself, not a search for the right email.

File attachmentsDone by: Customer
05

Customers report a damaged delivery with photos, against the order

Damaged deliveries used to be reported by phone, then photographed and texted to whoever picked up. In Pory a customer picks the category and the order, adds photos and a description, and watches the request move from Open to Resolved. The account manager has the order, the photos and the problem in one place.

Forms to submit a recordDone by: Customer

Who sees what in a customer account portal

Every person signs in to their own view. This is what each role in the demo gets.

Customer

Sees only their own orders.

Pages
Home, My orders, My contracts & documents, My support requests, Deliveries, Invoices
Can start
Raise a support request, New support request

Account manager

Sees every order in the portal.

Pages
Home, Orders, Support queue, Deliveries, Invoices, Customer documents

What’s in the customer account portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Orders

  • Order (text)
  • Items (text)
  • Ordered (date)
  • Status (choice: Received, Picking, Shipped, Delivered, Canceled)
  • Order value ($) (number)
  • Invoice (file)
  • Invoice number (text)
  • Customer (link)

Deliveries

  • Delivery (text)
  • Order (link)
  • Date (date)
  • Slot (text)
  • Status (choice: To confirm, Confirmed, Delivered)
  • Customer (link)

Invoices

  • Invoice (text)
  • Order (link)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Status (choice: Issued, Paid, Overdue)
  • Customer (link)

Contracts & documents

  • Document (text)
  • Type (choice: Supply agreement, Price list, Warranty, Credit terms, Commissioning report)
  • Added (date)
  • Order (link)
  • File (file)
  • Customer (link)

Support requests

  • Subject (text)
  • Category (choice: Damaged item, Missing item, Invoice query, Warranty repair)
  • Order (link)
  • Photos (file)
  • Details (long text)
  • Customer (link)
  • Status (choice: Open, In progress, Waiting on you, Resolved, Withdrawn)
  • Opened (date)
  • Our reply (long text)

Copperpot team

  • Name (text)
  • Role (text)
  • Email (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

2 parts

  • Forms

    Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

  • File attachments

    Upload and view files on the record they belong to, not in a folder named FINAL v2.

Decide

1 part

  • Status tracker

    “Where's my request?” answered as a progress bar on the submitter's own page.

Share

1 part

  • Tables

    Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A customer signs in with a link sent to their email and lands on Home. They see Home, My orders, My contracts & documents, My support requests, Deliveries and Invoices, and only the orders that are theirs. From there they can use “Raise a support request” and “New support request”.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

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Build your customer account portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited customers.

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