Page 6 - Intact Cliqx e-Account

With the Intact Cliqx e-Account Portal, we’ve made it

easy for you to provide your customers with secure
log-in access to their own online account portal. Your
customers will have 24/7 access to their:

CUSTOMER STATEMENT
ACCOUNT HISTORY
Account History Customer Statement
Complete trading history View, download and print
with PDF links to all invoices, statements for period of
credit notes and statements your choosing
ORDER HISTORY
PAYMENT
Order History Payment
Full order history with Pay account balance partially
option to drill down to line or in full online via Sage Pay
item detail

QUOTATION HISTORY Reports
Quotation History Reports from within your
Full quotation history with Intact software system can
option to drill down to line be made available via the
item detail
portal to your customers
DELIVERY HISTORY
Delivery History
Drill down to delivery docket
line item detail. Includes e-
signature records for proof
of delivery

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