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Introduction to the Bottomline Customer Portal - PowerPoint PPT Presentation

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Introduction to the Bottomline Customer Portal

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  1. Introductionto theBottomline Customer Portal

  2. Navigate around the portal by selecting your choice of tab …or a section within the interactive Home Page

  3. Log your idea about the BTE portal or our products here. Download the latest sales, marketing and technical material Log and review your support cases Check for solutions or FAQ’s.

  4. View the latest news from Bottomline here Want to learn more? Click on ‘View News and Announcements View the latest news from Bottomline here

  5. Receive email alerts and read online announcements on what’s new at Bottomline Announcements View the latest news from Bottomline here

  6. View details of your main contacts within the business

  7. View your support cases and statistics

  8. Log new cases, view and amend existing support cases Select “New Case” to log a new technical support case My Cases

  9. Enter in the details of the case My Cases – New Case

  10. View account summary and download copy invoices here

  11. View your financial statement with paid and unpaid invoices related to your account My Financial Summary

  12. A copy of your invoice is available for viewing or download as a PDF My Financial Summary

  13. Vote for ideas already logged to help gauge their relevance Post new ideas on how to improve our portal or products Add comments or detail to existing ideas Ideas

  14. Select the Workspace folder of the content you want to browse Content

  15. Here you are able to preview, vote on, download or subscribe to the documents Content

  16. We look forward to your ideas and comments in our Customer Portal View the latest news from Bottomline View details of your main contacts within the business View and log your support cases View account summary and download invoices here

  17. Thank you!Please contact your Key Customer Care Manager to get involved.