Client portal
The branded space where clients view and pay documents.
Overview
The client portal is where contacts log in to see invoices, quotes, payments, and documents. They can download PDFs, approve quotes, and pay outstanding balances online.
Access
Each contact receives a portal invitation or magic link from invoice emails. Customize portal branding, colors, and which modules clients can see under Settings.
What clients can do
View and pay invoices, accept quotes, download documents, update contact details (when allowed), and review payment history — without needing access to your admin account.