DigitalNation BMS — Customer Portal

The customer keeps coming back.

“Bhai, show me my account.”

“Bhai, how much did I pay?”

“Bhai, how much is left?”

Every time you turn the screen, open the ledger, show receipts. The customer doesn’t leave satisfied — doubt lingers.

Every week, every month, the same questions. Your time, your patience.

And then one day the customer walks in — “I paid this amount, you forgot.”

But the proof? You have it — they don’t. The doubt remains.

DigitalNation BMS (Business Management Software) shows every customer — themselves.

When you add a customer, the system can create a portal account for them.

The customer gets access with their phone number and password. They check for themselves:

• Full ledger — every purchase, every payment
• Current balance — what’s owed, what’s in advance
• Every invoice detail — what was bought, when, how much
• Payment history — when paid, how much paid
• PDF download — for their own records

Your calls reduced. Customer’s doubt gone. Trust stronger.

What the Customer Portal shows

When the customer logs in:

• Dashboard — balance summary, recent transactions
• Ledger — full history, every transaction
• Balance — live, always current
• Sale detail — what was bought, when
• Payment detail — when paid, how much
• PDF download — ledger or receipt
• Own profile — contact details

Everything they ask for — they check themselves.

What the customer cannot do

⚠️ The customer can only read — no edits allowed.

• ❌ Cannot edit any sale
• ❌ Cannot enter any payment
• ❌ Cannot record any return
• ❌ Cannot see other customers’ data
• ❌ Cannot see your suppliers’ information
• ❌ Cannot see your business data

Only their own account — only theirs.

Which customers can use the portal?

💡 Only registered customers — the ones you’ve added in the system.

Counter sale / walk-in customers:

• ❌ No portal
• Counter sales don’t create a customer account
• Only a phone number (optional)

Registered customers:

• ✅ Portal available
• When you add a customer
• Portal account can be created automatically

When automatic:

• When adding a customer, select “Give Portal Access”
• Or later via Customer Detail → “Enable Portal”

Before & After BMS

Same customer. Same relationship. Just your time saved, trust growing.

DigitalNation Support — when the portal gets messy

Sometimes the customer forgot the password. Sometimes login isn’t working. Sometimes the portal isn’t displaying right.

Don’t worry. DigitalNation Support is with you:

• Reset the password — for the customer
• Resend the email — if it went wrong
• Fix login issues
• Create a new account if necessary
• Via WhatsApp or call, quickly

We never change your data silently. Every change is dated and logged.

How to create a portal account

Step 1: Add a customer or open an existing one

Step 2: Click “Enable Portal”

Step 3: Enter the customer’s email (if missing, add one)

Step 4: The system auto-creates:

• Login user — the customer’s phone number
• Temporary password — sent by email

Step 5: The customer receives an email:

• Portal address — customer.digitalnation.com.pk
• Username — their phone number
• Temporary password
• Instructions to change password on first login

Step 6: The customer logs in, changes the password, and views their account

Customer dashboard — what they see

Step 1: The customer opens customer.digitalnation.com.pk

Step 2: Logs in with phone number and password

Step 3: The dashboard shows:

Step 4: Click “Ledger” → full history

Customer ledger — complete detail

When the customer opens their ledger:

• Every purchase — date, products, amount, invoice number
• Every payment — date, method, transaction ID
• Every return — date, products, reason
• Outstanding balance — live
• PDF download — any range

They check themselves — no need to call you.

Password reset — how you help

When: The customer forgot the password.

How:

Method 1 — The customer themselves:

1. Open customer.digitalnation.com.pk
2. Click “Forgot Password?”
3. Enter the email
4. System sends a reset link

Method 2 — You help:

1. Customers → select the customer
2. Click “Resend Portal Access”
3. System emails new login details

Method 3 — DigitalNation Support:

• If the issue continues, contact us

Telling the customer about the portal

When adding a new customer:

💡 Pro tip: Tell the customer on the spot — “Bhai, you have your own portal. Check it whenever you want — I’m available anytime.”

Benefits:

• They’re prepared
• They check instead of asking
• Your professional approach shows

If the customer isn’t tech-savvy:

• Teach them — a 5-minute job
• Or — tell their son / daughter / partner
• Or — do a guided login the first time

Most customers start checking themselves after 2-3 times.

Should every customer get a portal?

Recommendation:

Goal: Any customer who repeatedly asks about their account — give them the portal. Your time saved.

Frequently asked questions

Important notes

💡 Give portals to regular customers Anyone who keeps asking about their account — give them the portal. Your time saved, they stay satisfied.

💡 Always enter the email When adding a customer, always enter the email. Portal access arrives there.

💡 Help with first login Sit with the customer for the first login. A 5-minute investment — a lifetime of benefit.

💡 Give them password reset power Remind the customer every 3 months: “If you forget the password, reset it from the portal.”

💡 Break the ledger-PDF habit Stop the monthly ledger-PDF habit. With the portal, they check themselves. Your time saved.

💡 Convince, don’t force If the customer doesn’t want to use the portal, don’t force them. Keep the old way (sending PDFs) too.

Flow

[Add customer](/guide/customers) ← with email
    ↓
"Enable Portal" button ← enter email
    ↓
System creates portal account
    ↓
Email to customer → username, password, address
    ↓
Customer logs in ← changes password
    ↓
Views full ledger ← checks balance
    ↓
Your calls reduced → PDF sending work gone
    ↓
Result: Transparent accounts, stronger trust, customer's doubt gone.

Related sections

• Customers — Complete customer management
• Sales — The sales that appear in the portal
• Installments — Special benefit for installment customers

Next: Wallet & Referrals — Extra income and referral system