Client Portal
The Client Portal lets your clients view their own invoices, payments, and account information without needing a CRM login.
How it works
Section titled “How it works”- You send a magic link to your client’s email
- They click the link and get temporary access to their portal
- They can view their invoices, download PDFs, and see payment history
- The link expires after a set time for security
Sending a portal link
Section titled “Sending a portal link”- Open a contact’s detail view
- Click Send Portal Link
- An email with a magic link is sent to the contact’s email address
What clients can see
Section titled “What clients can see”| Feature | Available |
|---|---|
| View invoices | Yes |
| Download invoice PDFs | Yes |
| View payment history | Yes |
| Edit their data | No |
| See other clients | No |
The portal is strictly read-only and scoped to that specific contact.
Portal branding
Section titled “Portal branding”Customize the portal appearance in Settings > Portal:
- Company logo
- Primary color
- Welcome message
Security
Section titled “Security”- Portal links are single-use tokens with expiration
- Tokens are hashed before storage (cannot be retrieved from the database)
- Expired tokens are automatically cleaned up
- Each link only gives access to that specific contact’s data