Afterwards you will be able toCreate a private link for a customer, see exactly what they see, and have them accept a quotation themselves so it becomes a sales order in your workspace.
Teaching simulation
This is a teaching demo running in your browser on sample data. It sends no real invoices, messages or orders.The customer’s own page
One link that opens a customer’s invoices and quotations — and lets them accept one themselves
Each customer can have a private link that opens their own page: their invoices, quotations and support requests. No account and no password.
| Name | Phone | Tax number | Customer link |
|---|---|---|---|
| مؤسسة ضوء النهار للتجارة | 0533918820 | 310412345600003 | Create link |
| مخابز الصبا | 0551204477 | 310998877600003 | — |
This is a teaching demo running in your browser on sample data. It sends no real invoices, messages or orders.
A private link for a customer who still owes 3,520 and has an 11,040 quotation waiting on an answer. He opens it, accepts, and a sales order appears in your workspace.
Every step in the words the walkthrough narrates — to read without playing anything, or to follow while you do it on your own screen.
A private link for a customer who still owes 3,520 and has an 11,040 quotation waiting on an answer. He opens it, accepts, and a sales order appears in your workspace.
Your customer has no JooDax account and never will. A builder asking about his invoice is not going to sign up to an accounting system to read it — so what he gets is a link, shared the way everything else here is shared: on WhatsApp.
We make the link from the customer’s own row. The link carries both the customer and the organisation inside it, so nothing on those pages takes an identity from a URL or a form field: one customer cannot reach another’s document by changing a number in the address bar, because there is no number there to change.
“This link is shown once” is not scare-mongering: the system does not store the link, only its fingerprint — exactly as a password is stored. Nobody at JooDax and not you either can get it back. Lose the message and you make a new link, and making the new one is itself what kills the old one, at that instant.
The button opens WhatsApp with the message already written: the customer’s name, the link, and a line asking him not to share it. As with invoices, JooDax sends nothing on your behalf — you read it and send it from your own number, so it arrives from the business rather than from a system.
Open the link yourself once before you send it. There is nothing magical in it: an ordinary address that opens the page we are looking at now — with no sign-in and no password, because holding the link is the proof. For that same reason these links are not issued in a demo workspace: nobody should be handed a key to something that is deleted within hours.
The first thing the customer sees is what he owes. 3,520 — the remainder of the invoice he paid two thousand against. It is shown per currency and never added up, because adding riyals to dirhams into one figure is a comfortable lie. Then the line under it, which is blunt: to pay, contact the business directly. There is no pay button on this page, and the product does not pretend there is one.
And beneath it, what is waiting on him. The page is ordered that way deliberately: what you owe, then what needs an answer from you, then the rest — because a customer opening the link on his phone is not going to scroll past one screen.
He sees what the printed invoice shows: description, quantity, price, tax, total. He does not see the item’s cost, the margin, an internal note, who is handling him, or any other customer. And that is not because this page forgot to print them — the fields that may leave for a customer are written down in one types file, and the query never selects anything else, so a new page that forgets cannot leak them.
Accept. The other button, Decline, asks him to confirm first and tells him plainly that he will not be able to undo it himself — because a mis-tap on a phone in traffic is not something a message fixes.
It is an order now, numbered SO-2026-0033. The acceptance did not take a customers-only route: it called the very function the staff button calls, in the same transaction and off the same sequence, so there are not two paths that could drift apart. Press Accept twice, or press it at the same instant as a salesperson, and the second one finds an order that is no longer a quotation and simply says so.
And we are back in your workspace: the order sits here like any other, with no “from the web” badge and no separate list to review. The only difference is in the audit log, which records that the acceptance came from the contact through their page — which is what you will want on the day somebody says they never agreed.
One last step, about managing the links themselves — because a link is a key and deserves to be treated like one.
The raw link is gone from the screen for good, and what remains is what is useful: that it is active, and that it was opened today. “Last opened” is not a vanity statistic — it is what tells you that the customer swearing he received nothing has in fact opened the page. And two controls: New link replaces the key and kills whatever you sent before at that instant, and Withdraw shuts the door entirely — for the day a relationship ends or a phone is lost.