Your Dashboard

The dashboard is your central hub displaying:

• Key Metrics

  Total revenue, outstanding payments, expenses, and client count

• Quick Actions

  Shortcuts to create invoices, receipts, manage clients, and products

• Recent Activity

  Timeline of your latest actions and system events

• Points Balance

  View your current points and SMS units in the top navigation

Invoice Management

Creating an Invoice:

• 1. Go to Invoices → Click 'Create Invoice'
• 2. Select or add a client
• 3. Set invoice date and due date
• 4. Add line items (products/services, quantity, price)
• 5. Review total (VAT is auto-calculated)
• 6. Save or Save & Send via WhatsApp

Invoice Actions:

• View/Download

  Click the eye icon to preview, download icon for PDF

• Send via WhatsApp

  Share invoice PDF directly to client's WhatsApp

• Mark as Paid

  Update invoice status and optionally generate receipt

• Edit

  Modify invoice details (unpaid invoices only)

• Delete

  Remove invoice from system

Managing Receipts

Generating Receipts:

• From Paid Invoice

  When marking invoice as paid, check 'Generate Receipt' to auto-create

• Manual Creation

  Go to Receipts → Click 'Generate Receipt' → Fill in details

• Receipt Numbering

  Auto-incremented (REC-0001, REC-0002, etc.)

Receipt Information:

• • Payment method (Cash, Bank Transfer, Card, Cheque, Mobile Money)
• • Payment reference (optional)
• • Linked invoice (if applicable)
• • Items received payment for

Managing Clients

Adding Clients:

• Go to Clients → Click 'Add Client'
• Enter: Name, Email, Phone, Address
• Click Save

Client Features:

• Search & Filter

  Find clients quickly by name, email, or phone

• View Details

  See all invoices and receipts for each client

• Edit Information

  Update client details anytime

• Quick Invoice

  Create invoices directly from client profile

Product & Service Management

Adding Products/Services:

• 1. Navigate to Products → Click 'Add New'
• 2. Select type: Product or Service
• 3. Enter name, description, price
• 4. Add category and SKU (optional)
• 5. Upload product image (max 5MB)
• 6. Set stock status (In Stock/Out of Stock)

Managing Inventory:

• View All Items

  Toggle between Products and Services tabs

• Search

  Find items by name or description

• Edit/Delete

  Update pricing, descriptions, or remove items

• Stock Status

  Toggle in-stock status with a switch

Setting Up Your Online Store

Activating Your Storefront:

• 1. Go to Products page
• 2. Toggle 'Storefront' switch
• 3. First activation costs 1,000 points

  Subsequent toggles are FREE!

• 4. Confirm activation in dialog

Storefront Features:

• Public Store URL

  Access at: /business/[your-slug]/store

• Share Store

  Use Facebook/WhatsApp buttons in navigation to share your store

• Shopping Cart

  Customers can add items and view cart

• WhatsApp Ordering

  Orders are sent directly to your WhatsApp

• Category Filter

  Customers can filter by product categories

• Toggle On/Off

  Activate/deactivate store anytime without extra cost

SMS Marketing & Communication

Sending SMS:

• 1. Navigate to SMS page
• 2. Choose message type: Promotional or Transactional
• 3. Select sender ID or use default
• 4. Enter recipient phone numbers (comma-separated)
• 5. Type your message (160 chars per SMS)
• 6. Review points cost and click Send

SMS Costs:

• • 1 SMS unit = 10 points = ₦10
• • 1 SMS (160 characters) = 1 unit
• • Longer messages use multiple units
• • Cost calculated automatically before sending

SMS History:

• View History

  Click 'View History' button to see all sent messages

• Statistics

  Track total messages, recipients, success/failure rates

• Individual Status

  See delivery status for each recipient

• Points Usage

  Monitor points deducted for each campaign

Understanding Points

Points are the currency used in SME Portal for various features. 1 point = ₦1

Earning Points:

• Welcome Bonus

  1,000 points for completing 80% of your profile

• Purchase Points

  Buy points via Paystack payment gateway

Using Points:

• SMS Messaging

  10 points per SMS (1 SMS unit)

• Storefront Activation

  1,000 points (one-time initial activation only)

Checking Balance:

• Top Navigation

  View points and SMS units in the header

• Purchase Page

  Navigate to Points → Purchase for detailed history

• Hover for Details

  Hover over points badge to see conversion (points = Naira, SMS units)

Managing Your Profile

Business Information:

• Basic Details

  Business name, category, description, contact info

• Location

  Address, state, area (helps customers find you)

• Branding

  Upload logo, cover image, featured image

• Social Media

  Link your Facebook, Instagram, Twitter, LinkedIn

Financial Settings:

• Bank Details

  Add multiple bank accounts for payments

• Currency

  Set your preferred currency (default: NGN)

• VAT Rate

  Configure VAT percentage (default: 7.5%)

• Invoice Prefix

  Customize invoice numbering (e.g., INV, BILL)

Profile Completion:

• Complete at least 80% to unlock welcome bonus
• Higher completion = more professional appearance
• Track progress with the completion banner

Public Business Page:

• View Profile

  Click 'View Profile' button on dashboard to see your public page

• Share Link

  Share your business page: /business/[your-slug]

• Showcase

  Display your business info, products, and contact details

Business Reports

Available Reports:

• Revenue Report

  Track total income, invoiced amounts, and received payments

• Expense Report

  Monitor business expenses and spending categories

• Client Report

  See top clients by revenue and transaction count

• Product Performance

  Identify best-selling products and services

• Outstanding Invoices

  View unpaid invoices and aged receivables

Report Features:

• Date Range Filters
• Export to PDF/Excel
• Visual Charts & Graphs
• Compare Periods

Managing Debts & Credits

Track money owed to you (receivables) and money you owe (payables) to maintain healthy cash flow.

Tracking Receivables (Money Owed to You):

• Unpaid Invoices

  Navigate to Invoices and filter by 'Unpaid' status to see all outstanding amounts

• Client-wise Debt

  View each client's profile to see their total outstanding balance

• Overdue Tracking

  Check invoice due dates to identify overdue payments

• Send Reminders

  Use SMS or WhatsApp to send payment reminders to clients

Recording Payments:

• Mark Invoice as Paid

  Open invoice → Click 'Mark as Paid' → Select payment method → Generate receipt

• Partial Payments

  Record partial payments by creating receipts with specific amounts

• Payment Methods

  Track how payments are received: Cash, Bank Transfer, Card, Mobile Money, Cheque

Best Practices:

• • Set clear payment terms (e.g., Net 30, Net 15)
• • Follow up on overdue invoices within 3-5 days
• • Offer early payment discounts to encourage prompt payment
• • Keep detailed payment records with receipts
• • Review aged receivables report monthly