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Client Portal
Overview
Give your customers a self-service portal where they can view their invoices, make payments, download statements, and track order history without calling your team.
Step-by-Step Guide
1
Enable Portal
Go to Settings → Clients → Client Portal and toggle it on.
2
Customize Branding
Upload your logo, set portal colors, and configure the welcome message.
3
Send Invitations
Select clients and click Send Portal Invite. They receive an email with a secure login link.
4
Manage Access
Control what each client can see: invoices only, invoices + orders, or full history including quotations and delivery notes.
Tips & Best Practices
Tip: Enable auto-payment reminders in the portal to reduce overdue invoices.
Tip: The portal works on mobile browsers — your clients can pay from their phones.
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