Client portal
Your clients follow their own requests, papers and invoices online
Client portal in one picture
Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.
- Client contact invited
- Papers they upload
- Requests and messages
Client portal
- Opens a secure portal
- Links papers to the case
- Notifies your team
- Clients see their status
- Invoices and receipts online
- Fewer status calls
Clients served day and night
Start using Client portal in 3 steps
The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.
- Step 1
Pick a client
The company or person to invite.
- Step 2
Invite their contact
Name and email; they get a link.
- Step 3
Watch for requests and receipts
Uploads land in your queues.
Add it when you sign up, or any time later from Subscription & billing.
What it does for your business
Invite a client's contact in three clicks: pick the customer, type the name and email, Create. They get a link, choose a password and sign in to a portal in your name: every request the office is running for them with its stage and due date, the papers still needed (uploaded straight into their checklist), the documents you keep on file with expiry dates, and every invoice with what is paid and what is due. They open new requests from your service catalogue, message the case handler, and send a bank-transfer receipt that lands in your Receipts queue with a notification.
A portal per store in your name, with an invitation link that works once for 7 days
Requests opened online land on the service board; messages and uploads go straight into the job
Clients see their filed documents and expiry dates and download them (Documents add-on)
Invoices with balances and a receipt upload; your office accepts it and records the payment
Inside the module
Real screens from a StartERP demo store. Tap a screen to see it full size.
Step-by-step guides
- Client portalA portal in your name where your clients sign in with their own password and follow the requests your office runs for them, upload the papers still needed, read the documents you keep on file, see their invoices and send a bank-transfer receipt. Part of the Client portal add-on; the office invites each client contact under Client portal → Portal users.
- Portal usersThe client contacts who may sign in to your client portal: who they are, which customer they belong to, their role and whether they are invited, active or disabled. Invite one in three clicks and copy the link. Part of the Client portal add-on.
- Receipts from the portalBank-transfer receipts your clients upload against their invoices on the client portal, waiting for the office to check them: open the file, compare the amount with the invoice balance, accept or reject with a note the client sees, then record the payment on the invoice. Part of the Client portal add-on.
Frequently asked questions
Is Client portal included in StartERP?
Client portal is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.
Can I try Client portal before I pay?
Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.
Does Client portal work in Arabic and on a phone?
Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.
Start selling with a ZATCA-ready POS today
Prices on request: pick the modules your business needs and we will email you a quote. Subscribe or buy the licence once. Unlimited users and devices. Every store starts with a 15-day free trial.
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