Know every customer, give them a portal
Create individuals or companies with Arabic name, TRN, logo, opening balance and notification preferences. Group them, track their statement, and give contact persons a dedicated portal login.
FSProfessional statements
Branded PDF with logo, colours, watermark and seal — or export to Excel for the customer.
Employees & contact persons
Tag people to transactions and give contact persons their own portal login.
Attachments, comments & mails
Store contracts, keep a comment timeline and email customers without leaving TypeFellow.
Customer groups
Organise customers into groups for filtering, statements and bulk communication.
Balances & opening balance
Set opening debit/credit and watch live account balances as you bill and collect.
Notification preferences
Multiple notification emails, plus per-customer email and WhatsApp toggles.
Let customers self-serve their documents & invoices
Contact persons log in to a dedicated portal to view their documents, statements and invoices — and you control exactly which modules are enabled per customer.
- View documents & expiry dates
- Download statements & invoices
- Per-customer portal settings
Fewer calls asking where an invoice is
Centralise customer records, statements and a self-service portal in one place.