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Client Portal

Last updated: 2026-06-10

Every client gets a private, no-login portal where they can see all their open invoices from you in one place — and pay several of them in a single payment.

What clients see

  • Every open invoice (amount, due date, status), plus what they've already paid.
  • A pay flow that supports selecting multiple invoices and settling them with one card payment or bank transfer.
  • Your branding (logo and colors, when configured under Settings → Branding).
  • Automatically — reminder emails include a portal link in the footer, so active clients already have it.
  • Manually — open the client in Clients → (client name) and click "Copy portal link" in the header. Paste it into any email or chat.

The link is unique per client and doesn't require a password — treat it like a payment link. You can ask support to revoke and reissue a client's link if it was shared too widely.

Good to know

  • The portal always shows live balances — partial payments are reflected immediately.
  • Clients with autopay enabled can manage their saved card from the portal.

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