Client Relations

Know Every Client Inside Out

Complete client profiles with running balance ledger, job history, and a self-service portal where your clients can track their own shipments.

Client Profiles

Store all client details in one place — contact info, business registration, NTN numbers, and custom notes.

  • Contact details with multiple addresses
  • NTN (National Tax Number) verification
  • Business registration and category
  • Custom notes and tags
  • Soft delete with full data retention

Running Balance Ledger

Automatic ledger that tracks every invoice, payment, and credit note. Always know exactly how much each client owes you.

  • Real-time running balance per client
  • Full transaction history (invoices, payments, credits)
  • Aging analysis for overdue payments
  • Payment allocation tracking
  • Export ledger to CSV

Client Portal

Give your clients their own login to view job status and invoices. No more phone calls asking 'where is my shipment?'

  • Secure client login with email verification
  • View active and completed jobs
  • Download invoices directly
  • Real-time shipment status updates
  • Branded portal with your organization's name

Why Teams Choose This Feature

Reduce Phone Calls

Clients check their own job status and download invoices from the portal.

Get Paid Faster

Real-time ledger and aging reports help you follow up on overdue payments.

Professional Image

A branded client portal sets you apart from competitors still using WhatsApp.

Frequently Asked Questions

Can clients see all their jobs in the portal?
Yes. Clients can view all their active and completed clearance jobs, including current status, estimated completion, and downloadable invoices.
What is NTN verification?
NTN (National Tax Number) verification validates your client's tax registration with FBR. ClearAgent stores the verification status so you can quickly confirm compliance.

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