Aqid ERPHow to give customers a portal to see and pay invoices
Each person you give access signs in with a one-time link or code, with no password, and sees only what you allow them.
Steps
Set the portal address
Under Settings → Customer portal, enter the Address and choose Save. Customers sign in at /portal/sign-in/ followed by that address.
Give access
Choose Customers, pick the customer, open the Portal tab and choose Give access. Pick one of their people, or Someone else (email or mobile).
Choose what they may do
Tick See invoices, Pay invoices, See and answer quotes, See credit notes, Download statements or See shared files. Paying needs See invoices.
They sign in
On the portal they enter their email and choose Send me a sign-in link; the link and code work once, for 15 minutes. Revoke ends their sessions at once.
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Aqid ERP in Saudi Arabia
Set up for Saudi Arabia's rules from the first day.
- Plans from 79 a month
- ZATCA Phase 2
- VAT 15 %
- GOSI & Mudad WPS
Aqid ERP for Saudi ArabiaPrices in Saudi ArabiaVAT registration in Saudi Arabia: the thresholds, the 30-day deadline and the fineGetting a VAT refund from ZATCA: the credit balance, the request and the bank accountCancelling VAT registration in Saudi Arabia: when you must, when you may, and what follows