Customer Access to Interim Payment Certificates (IPC) via Portal
Seamless Portal Access for Interim Payment Certificates
Effortless Customer Portal Integration for IPCs
EStreamlined Access to IPCs Through the Customer Portal
The IPC Interim Payment Certificates Portal module empowers customers to effortlessly access and manage their Interim Payment Certificates (IPCs) directly through the Odoo customer portal. This intuitive, self-service solution enhances transparency and streamlines the management of partial or progressive payments for businesses in construction, project management, or any industry using IPCs. By integrating a dedicated IPC section into the portal, the module fosters better client communication, reduces manual follow-ups, and eliminates the need for sharing documents via email, making the entire process more efficient and automated.
Key Features:
- Seamless Customer Portal Access
- Grant customers direct and secure access to their Interim Payment Certificates (IPCs) via the "My Account" section of the Odoo portal.
- Dedicated IPC Dashboard Section
- A prominent IPC box on the portal dashboard gives users instant visibility of their available IPCs, displaying the total number of certificates linked to their account.
- Comprehensive IPC List View
- Clicking on the IPC section opens a detailed list view, showcasing all relevant IPCs with essential information such as certificate name, issue date, associated project, and total payment amount.
- Easy PDF Download for IPCs
- Each IPC record comes with an option to download the certificate as a PDF for offline reference, printing, or archival purposes.
- Streamlined, User-Friendly Interface
- The portal's interface is thoughtfully designed to offer a clean, intuitive, and professional experience, ensuring ease of navigation for all users.
- Robust Access Control Data Security
- Only authorized customers can view the IPCs related to their account, guaranteeing privacy, secure access, and compliance with data protection standards.