Recent Activity
Latest requests, payment movement, and correction workflow for this client only.
Subscription & Access
New Service Request
Support individual multi-service requests and family requests with member-wise services, documents, OCR, and pricing.
Pricing Summary
Live service-wise, member-wise, and grand-total summary for this request.
Legacy OCR Host
Hidden compatibility host.
My Requests
Search, filter, export, view details, correct rejected work, and resubmit from the same workspace.
| Request ID | Date | Customer | Service | Status | Payment | Amount | Action |
|---|
Work Status Timeline
Full time-consumption timeline with SLA control, delay visibility, and correction history.
Payments
Separate payment history and record payment forms for clean customer receipt workflow.
| Date | Payment # | Reference | Customer | Invoice # | Mode | Amount | Paid Amount | Unused Amount | Status | Action |
|---|
| Date | Invoice Number | Request | Invoice Amount | Amount Due | Payment Received On | Payment |
|---|
Saved Cards
Account Statement
Debit and credit ledger with running balance, wallet balance, credit control, and standard exports.
| Date | Invoice No | Request No | Service | Debit | Credit | Running Balance | Payment Status | Payment Mode | Remarks |
|---|
Client Price List
Admin-driven service pricing, required documents, lead time, commission, and combo visibility.
| Category | Service | Client Form Fields | Government Fee | Typing Fee | Service Fee | Special Price | Total Price | Lead Time | Required Documents | Commission | Combo Offer |
|---|
Reports
Interactive request, payment, and user activity reports with filters and exports.
Request Report
Payment Report
User Activity Report
Client Customer Invoice Workspace
Print customer invoices with logo, VAT, margin, preview, PDF, and direct print without changing ERP receivable.
| Request | Service | Base Amount | Margin | Final Invoice | Action |
|---|
User Management
Manager can create up to 2 additional users and control portal permissions.
Permissions
Portal Users
Customer Log
Distinct customer log linked to Sales -> Customer with requests, members, saved documents, activities, receivables, and service/payment tracking.
Portal Profile
Linked to the main Sales customer master, with portal-side contact and account settings below.
Portal Settings
Updates
Admin announcements, official changes, immigration updates, and pinned urgent notices for clients.