Use the customer portal

Audience: Owner, Office admin
Plan: All
Platform: Web
Time to complete: ~5 minutes

Overview

Give customers a secure link to view invoices and estimates, pay online, and update contact information without calling your office.

Open Settings → Company and go to Invoices & Estimates (or the Customer portal section).
Turn on Enable customer portal (or equivalent).
Enable what customers can do: View invoices, View/approve estimates, Pay online, and Update profile as needed. Click Save.
Open a customer record and use Send portal access or send an invoice / estimate email—the message includes the customer’s secure portal link.
As a test, open the link from the email in a browser. The customer sees their documents without a separate password (link is tied to their email).
From the portal, the customer can open an invoice to Pay now (if Stripe is enabled), open an estimate to approve or decline, and update contact fields if you allowed profile edits.

Portal settings show as enabled after Save.
A test customer email contains a working portal or document link.
The customer view lists their invoices/estimates and reflects actions (e.g. approved estimate, paid invoice).

Problem: Customer says link does not work.
Solution: Resend from the customer record or a fresh invoice/estimate email; confirm the customer opens the link from the correct email address.

Use Submit a request on the customer portal to open a support ticket, or email [email protected].