Customer Portal

Give your customers a self-service portal to view invoices and make payments.

The customer portal gives your customers a dedicated page to view their invoices, make payments, and access their history.

#How it works

Each customer can access their portal via a unique link:

  1. They see all their invoices in one place
  2. They can pay outstanding invoices
  3. They can download past invoices as PDF

#Enable the customer portal

The portal is available automatically for customers with invoices.

  1. Go to Customers
  2. Select a customer
  3. Copy their portal link
  4. Share it with them

#Include in invoices

Portal links are included in invoice emails automatically.

#What customers see

#Invoice list

All invoices for this customer:

  • Invoice number and date
  • Amount and status
  • Pay button for unpaid invoices

#Invoice details

Click any invoice to see:

  • Full invoice with line items
  • Payment status
  • Download as PDF

#Payment

For unpaid invoices (when online payments are enabled):

  • Click Pay
  • Enter card details via Stripe
  • Receive confirmation

#Customization

The portal uses your branding:

  • Your logo
  • Your business name
  • Colors match your invoice settings

#Security

  • Each portal link is unique and private
  • Customers only see their own invoices
  • Links can be regenerated if needed

#Tips

  • Include the portal link in your email signature
  • Mention it when onboarding new clients
  • Great for clients who need to access past invoices for their records