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.
Related Features
Manage Every Clearance Job End-to-End
Track every clearance job with 40+ fields, auto sale numbers, and GD filing.
Learn moreFBR-Compliant Invoicing in One Click
FBR-compliant client and sales tax invoices with digital submission.
Learn moreData-Driven Decisions for Your Business
Revenue dashboards, FBR tax summaries, financial reports, and CSV export.
Learn moreReady to streamline your operations?
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