IMC Client Portal

1

Company & Contact

Basic identity and how to reach you. Website and full address included.

Company Name Website Primary Contact Contact Email Secondary Contact Secondary Email Phone Alt. Phone (optional)

Street Address City State ZIP

Country Other Notes (optional)

2

Unique account number auto-assigned, A/P contacts and payment terms.

Account Number Net Terms PO Required?

A/P Contact A/P Phone A/P Email

Billing Notes (optional) Custom Field (optional)

3

Masked for non-admins. You can reveal temporarily with the toggle below.

Show banking fields (this device only)

Bank Name Account Number Routing Number

Branch / Address Account Type Preferred Payment Method

Banking Notes (optional) Custom Field (optional)

4

Add links to external documents (Adobe, policy PDFs, etc.).

Title URL

5

PDFs, images, or docs accepted. Files are stored securely under your account.