How do I send a contractor a link to see their statement and payments?

What you will do

You send the contractor a link that opens their statement without signing in. They see their projects, what was paid to them, what remains, and can download the statement as a PDF. You see how many times they opened it, and you can stop it at any time.

Before you start

• The page is a saved copy. Its figures never change by themselves; only Refresh copy updates them, and the link stays the same.
• The link is the key. Anyone who has it can see the statement, so send it to the contractor only.
• The statement shows the contractor's side only: their contract value, what was paid, and what remains. Customer prices and your margin never appear on it.
• Each contractor has one link covering all of their projects.
• The page is always in Arabic, whatever language your own screen uses.

Steps

Create the link

1. Open the contractor's page from All Contractors.
2. Click View Reports, then the share icon in the Contractor link row. The Contractor statement link drawer opens.
3. Pick a Link duration, from 7 days to one year. The suggested duration is 90 days.
4. Click Create link. The status becomes Active and the Contractor link URL appears.

Send it to the contractor

• Click Copy and send it any way you like, or click Send on WhatsApp. If the contractor has a valid mobile number, WhatsApp opens their chat with the link already in the message.
• Before sending, click Contractor view to see the page as they will, or Statement PDF to see the file they download. Your preview does not count as an opening.

What the contractor sees

• Your office name, their name, the copy date, and a line saying the statement may differ from the latest movements.
• The total contract value, the amount paid to date, and what remains for them.
• Their projects, each with its contract value, paid amount and remaining amount.
• Their payments with their items, including cheques and rejected cheques, and a dated payment log.
• A button to download the statement as a PDF.

A project with no contract value recorded for the contractor shows its payments, and «لم تُسجَّل قيمة تعاقد» (no contract value recorded) in place of the remaining amount.

Update what the contractor sees

After new payments, click Refresh copy in the Contractor statement link drawer. The contractor sees the new figures on the same link. If the copy is more than a week old, the drawer reminds you.

Extend the link

Choose a new duration under Link duration, then click Extend. The duration counts from today, up to one year. An expired link is extended with the same address, so you don't need to send a new one.

Follow the openings

The drawer shows Openings and the Open log: when the contractor opened the page, when they downloaded the PDF, and when they tried an expired or revoked link. Your own openings while signed in are not counted.

Stop the link

1. Click Revoke link at the bottom of the drawer, then Yes, revoke.
2. The link stops at once, and the contractor sees «الرابط غير متاح» (link unavailable). The old link never works again.
3. For a new link, click Create a new link and send the new address.

What changes after you save

• After Create link: the link works until its duration ends, and shows in the drawer whenever you open it.
• After Refresh copy: the Copy date changes and the address stays the same.
• After Revoke link or expiry: the contractor sees «الرابط غير متاح».

Permission you need

As the account owner you have every permission. If an employee should do this for you, they need View Contractor Payment Details, and must not be limited by View assigned projects only, because the statement covers all of the contractor's projects.

If you can't find the button or the link doesn't open

• The Contractor link row is missing: the row is for contractors only and doesn't appear on a supplier's page. Or your account lacks View Contractor Payment Details, or is limited by View assigned projects only.
• The contractor sees «الرابط غير متاح»: the link expired or you revoked it. If it expired, click Extend and the same link works again. If you revoked it, click Create a new link and send the new one.
• The contractor sees old figures: click Refresh copy.
• The drawer doesn't show the link address: revoke the link and create a new one to see its address.
• A project says «لم تُسجَّل قيمة تعاقد»: no quantity and rate were entered for the contractor in that project's items. Enter them in the project's edit-values drawer, then click Refresh copy.