What is Self Service?
Your customers can access all of their information online using the Self Service customer portal.
What is a magic link?
Self Service is completely secure and does not require a username and password. Access to Self Service is provided by a 'magic link' that is created with an email from your Receivables account sent to a customer.
How do I provide Self Service access without an email address?
You may not have a good email address for your all of your customers but you want to provide a way for your customers to register and get online access. You can setup a unique URL or web page address for your customers to register online.
This web page address or URL along with the customer ID can be added to your correspondences sent to your customers in the mail, such as a statement or invoice.
The web page will walk your customers through the registration process in order to capture a good email address for future emails, paperless billing information, along with requesting a new magic link.
How to setup your unique URL or address to your web page
The web page address or URLs are setup at the company level within your Receivables account.
The base URL is the same for all companies and you just need to add an easy and unique company identifier for your customers:
paperless.eco/company
To setup go to: Admin > Master File > Company
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Edit the company record
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In the 'Magic Link' section, enter a magic link code for your company and click the 'Validate' button
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You will be prompted to 'Try another' if the code is already taken
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If the code is unique, the Magic Link URL will be updated and display
Other items to update for your new web page:
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A company logo can be displayed and is recommended your new web page
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A company mail setting should be set and is also recommended. This email address will display on your web page and provide another way for your customers to contact you.
Is this new URL field available on Report Manager reports to print and mail to my customers?
There are 2 reports templates that now include this 'MagicLink' URL field. You can add this field to reports below by using the Report Manager:
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Statement
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Invoice
The field name is: MagicLink. Reach out to atcsupport@sage.com for assistance.
What will my customers see on my new web page?
Your new web page address or URL will display your company logo and will prompt the user to enter their email address.
If the email address is not registered for your company, the user will be prompted to enter their customer ID:
If the customer ID is not recognized, the customer will be prompted to email your company email address displayed in the message on the web page.
If the customer ID is recognized, your customer will be prompted to enter the AP department's primary email address:
A confirmation message will display that the email addresses is being verified for the magic link and will display the company email address if any questions in the meantime.
An activity will be created for the collector or user related to the magic link request based on the customer assignment:
