1
Send an Invoice
Clients get secure portal access as part of the invoice delivery workflow.
Customer Portal for Service Businesses
Give clients a self-serve portal to view invoices, track payment history, and pay outstanding balances.
PRO
How Customer Portal Works
2
Client Reviews History
Customers can view invoice history, outstanding balances, and payment records.
3
They Pay and You See Updates
Clients pay through portal links and invoice status updates in real time.
What You Can Do With Customer Portal
Give clients one place for all invoice records
Customers can review past and current invoices without searching old emails.
- Keep invoice records centralized
- Reduce resend requests
- Improve billing clarity for repeat clients
How Customer Portal Fits Your Trade
Frequently Asked Questions
Is the customer portal included in the free plan?
Customer portal access is a Pro feature. Upgrade when you want clients to self-serve invoice history and payments.
Do clients need to create an account?
Clients access portal views through secure invoice links with no complicated signup flow.
Can clients download PDF invoices from the portal?
Yes. Clients can view and download PDF invoices directly from portal invoice pages.
Does the portal show my business branding?
Yes. Portal invoice views use your business branding for a professional customer experience.
Can clients pay from the portal?
Yes. Clients can pay outstanding invoices directly through portal payment links when payments are enabled.
Can I control what clients see?
Yes. Portal access is scoped to that client’s own invoices and payment history only.
Get Started
Start Invoicing for Free Today
Join landscapers, plumbers, cleaners, and contractors already invoicing for free. No credit card. No time limit.