How to Send Client Portal Link
The Client Portal allows your clients to securely view their invoices and proposals. Here's how to share portal access:
Step 1: Go to Client Details
Navigate to the client's detail page by clicking on their name in the clients list.
Step 2: Send Portal Link
Click the "Send Client Portal Link" button. This will:
- Generate a secure, unique access token for the client
- Send an email to the client with the portal link
- Allow the client to access all their invoices and proposals
What Clients Can Do
Once clients access the portal, they can:
- View all their invoices and proposals
- Download PDF versions of documents
- Mark invoices as paid
- See service provider information
Revoking Portal Access
If you need to revoke a client's portal access:
- Go to the client's detail page
- Click "Revoke Client Portal Access"
- The existing portal link will no longer work
You can send a new portal link at any time.
💡 Tip:
Portal links are secure and unique to each client. Clients don't need to create an account - they just click the link in their email.