The Client Portal
Give clients self-service access to view and pay all their invoices
The client portal is a private page where your client can see all their invoices, download PDFs, and pay any outstanding balance — without needing to create an account or remember a password.
How clients access the portal
Each client has a unique portal link. Access is granted via a magic link — a secure, one-time link sent by email that logs the client in automatically.
When a client clicks the link in any invoice email, they land in the portal and can see all their invoices, not just the one they clicked on.
What clients can do in the portal
From the portal, your client can:
- View all invoices — past and present, with status and amounts
- Download PDFs — for any invoice, at any time
- Pay outstanding invoices — if you have a payment method connected, they can pay any unpaid invoice directly from the portal
Clients cannot edit invoices, adjust amounts, or access any information from other clients.
Sharing the portal link
You don't need to manually share a portal link — clients automatically get access when they receive an invoice email. Each email contains a button that takes them into the portal.
If a client needs their link resent, go to their client record and click Send portal link. They'll receive a fresh magic link by email.
Security
Portal links are unique per client and time-limited. Once a client has logged in via a magic link, their session stays active for 30 days before requiring a new link.