Customer Portal

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.

Share the portal link

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