About the Customer Self-Service Dashboard

The CustomerSelfService Dashboard in XandaPay Enterprize is a centralized portal designed to give clients real-time visibility into their account activity. It enables customers to independently manage invoices, payments, sales orders, schedules, and profile information in a secure and user-friendly environment. This dashboard streamlines account management by providing clear summaries, quick navigation, and direct access to essential financial records—reducing the need for manual follow-ups and improving transparency between clients and service providers.

Key Features of the Customer Self-Service Dashboard

1. Account Summary

Provides a real-time snapshot of your account status, including:

Outstanding Balance
Overdue Invoices
Upcoming Invoices (next 30 days)
Total Paid (all-time)

These figures update automatically as invoices and payments are processed.

2. Account Information

Displays essential company details for reference, including:

Company Name
Email Address
Phone Number
Physical Address

This ensures your account information is easily accessible and transparent.

3. Quick Actions

The Quick Actions section allows instant access to commonly used features, including:

View Invoices
View Payments
Account Statement
Sales Orders
My Profile
Schedules

This reduces navigation time and improves efficiency.

4. Invoices

Allows customers to:

View all issued invoices
Track invoice status (paid, unpaid, overdue)
Review balances and totals
Download invoice copies when needed

This feature ensures full visibility into billing activity.

5. Payments

Provides a clear view of payment history, including:

Payment date
Amount paid
Payment method
Related invoice

Customers can easily track what has been paid and reconcile their records.

6. Account Statement

Generates a comprehensive account statement showing:

Invoices
Payments
Credits
Outstanding balances

Statements can be viewed or downloaded for record-keeping and reconciliation.

7. Sales Orders

Displays sales-related records associated with your account, allowing you to:

Review sales order details
Track related billing activity
Maintain visibility over ordered services or products

8. Credit Notes (Coming Soon)

Provides access to issued credit notes, helping customers:

Track applied credits
Understand invoice adjustments
Maintain accurate financial records

9. Schedules (Coming Soon)

Allows customers to view assigned schedules, where applicable, ensuring clarity around service timelines and commitments.

10. My Profile

Enables customers to:

View company profile details
Confirm contact information

(This feature may be view-only depending on system configuration.)

🚀 Why Use the Customer Self-Service Dashboard?

✅ Real-Time Account Visibility – Always know your balances and invoice status
✅ Self-Service Access – Manage invoices and payments without delays
✅ Faster Navigation – Quick Actions streamline daily tasks
✅ Transparency & Accuracy – Clear records for invoices, payments, and credits
✅ Improved Communication – Reduces back-and-forth with administrators

🔹 Next Steps

👉 Continue exploring each feature by selecting the relevant option from the Customer Self-Service menu on the left-hand side of the platform.