Create Customer

• Go to New Customer menu.

• Enter all required customer details.

Enable Customer Portal

• While creating the customer, you will see an option called Enable Customer Portal.

• Tick / Enable this option

Enter Username

• Enter a Username for the customer.

• Make sure the username is correct and easy to remember.

Send Login Credentials

• Tick the option Send Login Credentials to Customer Email.

• This ensures login details are automatically sent to the customer.

Click on Submit to complete customer creation.

What Happens After Submission?

• The system will auto-generate a password.

• The username and password will be sent to the customer’s registered email ID.

Customer Login Process

• Customer will open the Customer Portal Login Page. https://www.erpca.in/

• Enter the Username and Auto-Generated Password received via email.

• Click Login to access the portal.

After Login page will be like this

• Pending Work

  • Shows total pending tasks.

  • Click View Details → to see task list.

• Unpaid Bills

  • Displays total unpaid invoices.

  • Click Pay Now → to proceed with payment

• Vault Files

  • Shows total uploaded/shared documents.

  • Click Browse Files → to open Document Vault.

• Recent Alerts

  • Displays important notifications.

  • Click See All → to view all alerts

  🔹 Recent Work Updates Section

• Task Details (e.g., GST Return Filing 3B, Statutory Audit, etc.)

• Status (Open/Closed)

• Action → We have manage option where we can upload the required documents.

2️⃣ Document Vault (Document Repository)

Click Document Vault from left menu.

🔹 Folder Panel

• Shows firm folders.

• Displays number of documents inside each folder.

• Click any folder to open documents.

• Download documents

3️⃣ Bills & Payments

🔹 Summary Section

1. Total Billed – Total invoice amount raised.

2. Total Paid – Total amount paid.

3. Outstanding – Pending amount to be paid

4. Billing History