Client portal for your customers

The client portal lets customers view invoices, estimates, proposals, projects, and tickets without staff access.

Enable a contact

1. Open the customer → Contacts.
2. Create or edit a contact and enable portal login.
3. Set permissions (invoices, estimates, support, files, etc.).
4. Send credentials or the invite email.

What clients typically see

• Open and paid invoices, with pay buttons if gateways are enabled.
• Proposals waiting for acceptance.
• Shared project files and discussions (when allowed).
• Support tickets they opened with your team.

Grant portal access only to people who should see commercial documents. Disable a contact anytime without deleting the customer.