The portal hands each client a page of their own, showing the estimates, invoices and recurring invoices you have chosen to share with them. They sign in with their own credentials, read the history themselves, and stop emailing you for copies.
What is inside
Each client gets a dashboard that reflects only their own dealings with your business: what you quoted them, what you billed them, and what is still running.
Decided one customer at a time
You decide what each customer is allowed to see. Grant access to estimates, to invoices, to recurring invoices, or to some combination of the three, depending on what the relationship warrants. A long-standing client and a first job do not have to be treated the same way.
Where you grant it, the client can open both current and historic documents. The estimate they approved in March sits with the invoice that followed it, which gives them the whole financial thread with your business instead of whichever email they managed to keep.
Their side of the ledger
The portal lists the recurring invoices a customer is currently on alongside the transactions that have already been settled. Someone on a monthly retainer can check what is billing, when it bills and what they have paid so far without opening a spreadsheet or asking your accounts team.
The portal reads from the same records you work in, so a new invoice, a recorded payment or an approved estimate shows up on the customer's side as it happens. Nobody is looking at a statement that was accurate two weeks ago and misleading today.
Open, but controlled
Every customer has their own credentials rather than a shared password or a public link that circulates by email. One client can never see another client's documents, and if a relationship comes to an end you withdraw access to that one portal without touching anybody else's.
When a customer can look up their own position, the back and forth over what was billed and when largely stops. The queries that do arrive are specific, because the person asking is reading the same document you are, which makes them faster to answer.
Also included
The portal is a window onto the account you already run. It does not hold a second copy of anything or need its own maintenance.
Decide for each client whether they see estimates, invoices, recurring invoices or all three.
Each customer gets their own credentials, so one client never sees another client's documents.
Active schedules appear beside the invoices they have already generated and the payments made.
Past and current invoices sit in one list the customer can read without asking you.
Clients can reopen an estimate they were sent and check what they approved.
A customer can settle an outstanding invoice through the gateway you have connected.
The portal draws on the same customer record you invoice from, not a separate list.
Where an estimate carried client-removable lines, the client can see which ones they accepted.
Documents display in the currency the customer was billed in, not a converted figure.
Run more than one business profile and a customer sees only the brand they deal with.
An approved estimate becomes an invoice that appears in the same portal shortly after.
Deposits and staged payments show against the invoice so the balance is never in doubt.
Questions
Each customer's portal is reached with credentials issued to that customer alone, so nobody sees anyone else's documents. Access is granted by you rather than opened to the public, and it can be withdrawn from a single client without affecting the rest.
No. The portal is there to be read, not edited. A customer can view and download the documents you have shared and settle an invoice that is due, but they cannot alter an estimate, an invoice or any of the underlying data.
You invite them from their customer record. They receive a link and their own login credentials, and from that point the portal is theirs. There is nothing for them to install, no sign-up form to complete and no subscription for them to buy.
Withdraw it. Access is controlled by you for each customer individually, so you can remove a portal login at any time, for any reason, without disturbing the documents themselves or anyone else's access to theirs.
Only what you granted. That can be their estimates, their invoices, their active recurring invoices, or a combination of those. Whatever you share, they see their own dealings with your business and nothing belonging to another client.
Yes, where you have a payment gateway connected. The invoice they are looking at can be paid in the same place, which saves the separate email with a payment link and keeps the record of the payment on that invoice.
Open the portal for the customers who ask you the most questions, and see how many of them stop needing to ask.
