Invoice Management

Real-time invoice visibility and self-service access for every customer

The Challenge

Customers frequently call or email to check invoice status, creating unnecessary workload for your team. Without visibility into aging balances, past-due invoices go unnoticed until they become a collections issue. Both your staff and your customers lack a single, reliable source of truth for accounts receivable.


The Solution

The Holt Supply Customer Portal provides a self-service invoice list with real-time status updates and color-coded aging visualization. Customers can view, filter, and download their invoices at any time without placing a single call, while your team gains confidence that customers are informed and empowered to act on outstanding balances.


Key Capabilities


Portal Preview

portal.holtsupply.com/invoices

Invoices

Invoice # Due Date Status Age Total Actions
INV-2024-0192 Mar 15, 2026 Current 3 days $2,480.00 View | PDF
INV-2024-0185 Mar 01, 2026 Current 12 days $1,125.50 View | PDF
INV-2024-0171 Feb 10, 2026 30 Days 31 days $4,250.00 View | PDF
INV-2024-0148 Jan 05, 2026 60 Days 67 days $875.00 View | PDF
INV-2024-0130 Nov 28, 2025 90+ Days 105 days $3,720.00 View | PDF

Benefits

Real-Time Visibility

Customers see up-to-date invoice status and balances the moment they log in, eliminating guesswork and delays.

Reduced Call Volume

Self-service access dramatically reduces "Where's my invoice?" calls, freeing your team to focus on higher-value work.

Proactive Aging Management

Color-coded aging makes overdue balances impossible to miss, encouraging faster payment and healthier cash flow.

Instant PDF Access

Customers download invoices on demand for their own records, audits, or internal approvals without waiting on your staff.

Explore More Features