SharedLedger Portal - Portal for your customers to access all their Invoices, and check pending balances

Platform: 🌐 Web 📱 Mobile

The Customer Portal allows users to share a single link with their customers or suppliers, giving them access to their invoices, outstanding balances, and online product catalog - all in one place.

When users share an invoice via WhatsApp, the recipient can view the shared invoice directly and log in with their registered mobile number to access their entire transaction history.

This feature is perfect for:

• Businesses that frequently share invoices with customers.

• Users managing multiple customers and outstanding balances.

• Retailers and wholesalers using the online store/catalog feature.

What is the value?

• ✅ Reduces back-and-forth by giving customers self-serve access.

• ⏳ Speeds up collections by showing real-time balances.

• 📊 Increases clarity and trust with transparent invoice history.

What’s included:

• Party Portal link sharing directly from the “Party” screen.

• Invoice view + complete invoice history for logged-in customers.

• Balance Receivable/Payable view with real-time ledger.

• Online catalog access via “Shop More” CTA.

Link to help article with detailed video:

👉 Help Article / Setup Guide