Setting Up the Client Portal
Give your clients access to invoices, estimates, and projects through a branded portal
The Client Portal gives your clients a self-service area where they can view invoices, pay online, accept estimates, and track project progress - all under your branding.
Magic Link Login
Clients do not need passwords. They receive a secure magic link via email that logs them in automatically.
Enabling Portal Access for a Client
- 1 Go to Contacts → Clients and select a client
- 2 Click the Portal tab
- 3 Add a contact with their email address
- 4 Toggle Portal Access on for that contact
- 5 Click Send Invitation to email them a magic link
What Clients Can See
Invoices
View all invoices with status, amounts, and due dates. Pay online via Stripe.
Estimates
View estimates and accept or reject them with one click.
Payment History
See all payments made with links to the original invoices.
Projects
Track project milestones and progress with timeline view.
Portal Dashboard
When clients log in, they see a dashboard with:
- Outstanding balance
- Recent invoices
- Pending estimates awaiting response
- Active projects