About the Customer Self-Service Module

The Customer Self-Service Module in XandaPay Enterprize provides clients with a convenient and secure way to access and manage their account information online. This module enhances transparency and empowers clients to review transactions, invoices, payments, and account statements without needing direct assistance from support teams. It streamlines account management by offering real-time access to financial data, downloadable reports, and easy navigation through key account features. Below is an overview of its key functionalities.

📌 Key Features of the Customer Self-Service Module

1️⃣ Dashboard

Provides a quick overview of account activity.
Displays summary information for invoices, payments, and schedules.
Acts as the starting point for navigation within the module.

2️⃣ My Profile

Allows clients to view personal details.
Includes contact information.
Ensures accurate and up-to-date client records.

3️⃣ Sales Orders

Displays all sales orders linked to the client’s account.
Provides details such as order number, date, period, and total value.
Sales orders are view-only for reference and tracking purposes.

4️⃣ Invoices

Lists all invoices associated with the account.
Shows invoice number, date, amount, and payment status.
Includes filtering and export options for reporting.

5️⃣ Payments

Displays payment history and transaction details.
Shows payment date, method, amount, and any overpayments.
Helps clients track outstanding balances and reconcile accounts.

6️⃣ Credit Notes

Lists credit notes issued to the client.
Provides details such as credit amount and associated invoices.
Useful for managing adjustments and refunds.

7️⃣ Schedules

Displays scheduled payments or billing arrangements.
Helps clients plan and manage upcoming financial commitments.
Ensures timely payments and avoids missed deadlines.

8️⃣ Account Statement

Allows clients to generate account statements for a selected date range.
Summarizes invoices, payments, and balances in one report.
Useful for audits, reconciliations, and internal reviews.

🚀 Why Use the Customer Self-Service Module?

✅ Real-time access to account information
✅ Easy tracking of invoices and payments
✅ Exportable records for reporting and audits
✅ Improved transparency and self-management

The Customer Self-Service Module is an essential tool for clients to independently manage and review their financial activity. Whether tracking invoices and payments, or generating statements, this module provides a streamlined, self-service experience with clarity and control.

🔹 Next Steps

👉 Continue exploring each feature by selecting the relevant tutorial in the Customer Self-Service menu!