Client Portal - General Orientation

Welcome to the Client Portal

This portal is the client’s central hub for managing all activities related to your invoices, collections, and financial services. It offers transparency and control over their financial assets, reporting, and operational settings.

The portal is organized via a main navigation menu on the left, leading to distinct views and reports.

1. Orientation: Navigation Views

The main navigation menu on the left directs you to detailed operational and administrative areas.

Menu Item	Description
Dashboard	The landing page summary of operations and finances.
Invoices	The master list of all invoices you have submitted for processing (factoring, collection, etc.).
Collections	A summary of all debts currently managed in the collection workflow.
Errands	A management page for all operational issues and data errors requiring resolution.
Change Requests	A history and current status of all formal requests you’ve submitted for data or rule changes.
Customers	A list of all your customers whose invoices are managed in the system.
Bookkeeping	Access to your Account Statement, showing financial transactions related to your funds.
Reports	A library of financial, operational, and statistical reports available for export and analysis.
Configure	Manages your account-specific settings for users, templates, bookkeeping, and integrations.
Logout	Safely ends your current session.

2. Orientation: What You Can Achieve

This section outlines the primary goal and capabilities available within each key operational area of the client portal.

Operational Area	What You Achieve (Goal)	Key Activites
Dashboard	Get an immediate status check on your finances and pending actions.	View the limit summary, monitor unsolved errands, check ledger balance, and see how the open balance is spread over overdue periods.
Invoices	Track the full lifecycle of every invoice submitted.	View current status (Paid, Disputed, Unpaid), review invoice details, and monitor reminder history.
Collections	Oversee the status of debts currently in the collection process.	See total amount in collections, view ledger status for collection cases, and track debtor totals.
Errands	Quickly resolve operational blockers preventing invoice processing or payments.	Resolve issues like incorrect addresses, failed distributions, missing identification numbers, or invoice validation errors.
Change Requests	Manage and track formal modifications to your invoicing or collection rules.	Submit requests for expiry date changes or write-offs, and track whether they are Approved or Denied.
Customers	Access and verify customer data used for invoicing and processing.	View customer identification numbers, current balance, and contact details used in the system.
Bookkeeping	Reconcile funds and track all financial movements in your account.	Retrieve a detailed Account Statement showing all debits and credits, filtered by date and transaction type.
Reports	Analyze your financial performance and operational efficiency.	Generate custom reports including Client Ledger, Accounting Reports, and Article Statistics for deep analysis.
Configure	Customize the portal and manage user access.	Update company details, manage user access, set up payout accounts, and configure invoice templates and integration settings.

3. Orientation: The dashboard in detail

Card	What it shows	When it is shown
Product	The open balance split into Financed without Recourse, Financed with Recourse, Service and Recourse.	Clients that use factoring
Overdue	The current open balance split into Not Overdue, 1-15 Days, 16-30 Days, 31-60 Days and 61+ Days.	Always
Ledger	The balance at the end of each month, or of each week in a month you pick with Choose Month, split by product or by overdue period. The history is refreshed nightly.	Always
Financing Rate	The average financing rate, chosen with the Weekly and Monthly selector. Weekly shows the last 12 weeks, or the weeks of a month you pick with Choose Month. Monthly shows the last four months.	Only when the three conditions below are met
Limit Summary	The Financing Limit with Amount, Used and Available, of which Recourse Limit when recourse is used, and each group limit.	Clients that use factoring
Ledger (right column)	Ledger Balance, Invoice Balance, Credit Invoice Balance, Financing Balance, Recourse Financing Balance, Service Balance excl. Recoursed and Recoursed Balance. Clients without factoring see a Summary card with the Open Ledger, Expired Ledger and Collection Ledger instead.	Always
Latest Notes	The newest notes that are visible to the client, next to the dashboard.	Always, but it shows an error instead of notes when the user lacks the right to search notes

A client counts as using factoring when its factoring product is enabled, or when it has a global credit limit above zero.

What the charts count

• Invoices only. The Product and Overdue charts count invoices and leave credit invoices out. The info icon on the Overdue card says so: “Current outstanding balance (excluding credit invoices)”. The Ledger card shows the Invoice Balance and the Credit Invoice Balance on separate rows, and the Ledger chart can show both types.
• Four products. The charts and the Ledger card count invoices on the invoice service, factoring sell, reminder service and collection service products. Collection service invoices are included.

A total on the dashboard can therefore differ from a total taken from the invoice list, if the list contains credit invoices or other invoice types.

Read the donut charts

Click a slice to open the invoices behind it. Click an entry in the legend above a donut to hide or show that slice, it does not open anything. Hide all the other entries and the remaining slice fills the donut. A very small slice is drawn at a minimum size but can still be hard to hit, so hiding the others is the easiest way to get at it.

Show the Financing Rate chart

The Financing Rate chart is shown only when all three of these are true:

• The user holds the right to read factoring statistics. See the rights catalogue.
• The client has the factoring product enabled.
• The system setting ENABLE_FINANCING_RATE_GRAPH is true. It is off by default. Find it in the Operations Portal under Environment > System > Settings, where Edit changes it, or ask Quiddly support to switch it on.

Cards that are missing

The Limit Summary, Latest Notes and the Financing Rate chart each need a right. A client user gets it through the CLIENT role, which affects every client user. When you open the Client Portal from the Operations Portal your own role is used, for example SYSTEM, so the right must be on that role too. See How rights work: rights, roles and users.

One client per browser window

The Client Portal keeps the signed-in client in the browser’s local storage, and all tabs of a browser share it. If you open a second client in another tab, it replaces the first one, and what you then do in the first tab is saved on the second client. When you work for several clients, use a separate browser window for each client.