Give your clients a self-service portal to view invoices, payments, and outstanding balances.
The Client Portal gives each of your clients a dedicated page where they can view all their invoices, payment history, and outstanding balance — without needing an account.
Every client automatically gets a unique portal link. When you send an invoice, the email footer includes a "View All Invoices" link that takes them to their portal.
The portal shows:
You can find a client's portal link by:
Share this link via email, text, or any channel. The link is unique to each client and doesn't require a password — it uses a secure, unguessable token.
The portal displays your business name, logo, and contact details. It matches the professional appearance of your invoices.
Tip: Include the portal link in your email signature so clients can always find their invoices without asking you.