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Introduction to the Bottomline Customer Portal. Navigate around the portal by selecting your choice of tab …or a section within the interactive Home Page.

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Presentation on theme: "Introduction to the Bottomline Customer Portal. Navigate around the portal by selecting your choice of tab …or a section within the interactive Home Page."— Presentation transcript:

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

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

6 View details of your main contacts within the business

7 View your support cases and statistics

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

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

10 View account summary and download copy invoices here

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

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

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

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

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

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.


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