The client portal: how your client sees invoices and pays

Every client signs in at the same portal link with its own account and sees only its own organisation. Here is a tour of what they see, so you can explain it to clients with confidence.

1. Home: the facility name and client number, alerts (balance due, confirmation request, new replies) and tiles: statement & invoices, balance confirmation, support & requests, facility file, licences and password.

   

2. Statement: total invoiced, paid, amount due and payments under review, and the invoices table with each status (unpaid, partially paid, overdue, under review, paid).

   

3. Invoice: the client opens any invoice and prints it or saves it as PDF with the QR and verification code.

4. Paying by bank transfer: transfer to the company account (a “Copy” button copies the IBAN), then “Pay / upload transfer receipt”: tick the invoices, amount transferred, transfer date and reference, and the receipt image → “Send payment receipt”.

5. Follow the payment in the “Payments” table until the accountant confirms it; a notification arrives on confirmation or rejection with the reason.

6. Print the statement or “Request balance confirmation” from the same page.

Online payment (with MEGA Pay)

With the “MEGA Pay” add-on, a “Pay now” button appears next to every invoice with a balance, and the client pays by mada, Visa, Mastercard, Apple Pay or STC Pay — in full or partly, depending on your settings. Details in ميجا باي: استقبال الدفعات الإلكترونية.