---
title: "About the Customer Self-Service Dashboard"
url: "https://knowledgebase.xandapay.com/en/article/about-the-customer-self-service-dashboard"
language: "en"
last_updated: "2026-01-14T15:11:25.464Z"
---

# 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.

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### **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.

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### **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.

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### **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.

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### **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.

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### **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.

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### **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

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### **8\. Credit Notes (Coming Soon)**

Provides access to issued credit notes, helping customers:

-   Track applied credits
-   Understand invoice adjustments
-   Maintain accurate financial records

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### **9\. Schedules (Coming Soon)**

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

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### **10\. My Profile**

Enables customers to:

-   View company profile details
-   Confirm contact information

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

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## 🚀 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

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## 🔹 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.