Self-Service Account Statements, Invoice Downloads & Online Payments

1. Overview & Business Value#

Reduce accounts receivable overhead by empowering clients to settle open balances online via Telebirr or Chapa directly from the customer portal.

{screenshot:portal-invoice-payment-view}

2. Prerequisites & Access Permissions#

• Required Modules: smart_backend_theme, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:60-statement-downloads-and-invoice-payments-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:60-statement-downloads-and-invoice-payments-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#