24/7 Online Portal for Sage 200

Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to- use, online customer portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200.

Benefits to your company

  • Staff can view customer accounts without the need to access Sage 200
  • Remote access to view account information whilst away from the office
  • Real-time financial and accounting information
  • Reduce time spent on customer admin queries
  • Promote your business with in-system pop-up messages**
  • Staff can view current stock availability and place orders**

Benefits for your customers

  • 24/7 online access to view their own account
  • Customer dashboard with account overview
  • View sales order status and invoice history
  • Re–print or download PDF invoices and statement’s on demand*
  • Customers can view available stock and place orders online at any time**
  • Browser-based access across all devices.
*Spindle Document Management licences required
**Available as additional modules.
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Spindle Self Serve integrates with Sage 200

24/7 online portal

  1. Select to view Dashboard, Orders or Invoices.
  2. Customers only have access to their own online account.
  3. See Account Terms, Balance and Credit Limit.
  4. See Invoice & Credit History
  5. Download original PDF’s
    (requires Spindle Document Management)
  6. Monthly turnover view
  7. See Order and return detail
  8. Click on Order or Invoice to drill down to view detail

Spindle Self Serve features include...

  • Batch document delivery

    Clean & simple dashboard

    Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history.

  • Branded documents

    Your company, Your portal

    Customise with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.

  • Documents

    View and download documents

    A complete document history of invoices, credit notes and statements. Link with Spindle Document Management to download PDF copies (need Spindle Document Management).

  • View Order History

    View order history

    See all past orders on the history tab, includes a live order status to indicate if the order is despatched, in progress or on hold.

  • Internal Users

    Internal users

    Purchase additional licences for internal staff to access all customer accounts and documents without the need to access Sage 200.

  • Promotions


    Advertise multiple sales promotions to various types of customers. Change the message seasonally and only make visible to certain customers or users.

  • Online ordering

    Place orders

    Don’t have an e-commerce site? The optional order module allows your customers to place orders online through your customer portal.

  • External Stock Module

    Stock level view for customers

    With this optional module, your customers can view stock levels and prices.

  • Internal Stock Module

    Stock level view for staff

    With this optional module, staff users can easily check stock levels and prices without the need to use Sage.

See Spindle Self Serve in Action

Book a demo

How Spindle Self Serve has helped others

Dynamic Office Seating Solutions It has reduced the time spent on the telephone by our customer service team.
DKL Marketing Our customers have found it easy to navigate and very quick to find the status of an order.
Mann+Hummel Our customers can now see live stock availability and place orders without needing to contact us.

Document delivery & process automation

Document Distribution

credit control

Credit Hound

Document scanning, importing and archiving

Spindle Document Capture