The client portal

Every invoice you email carries a link to a page where your client can see what they owe and how to pay it, without an account or a password. The portal is on Free, Basic, Pro and Ultra.

The invoice page

The button in the invoice email opens that invoice: its lines, what has been paid, any credit applied and the balance still due. While something is owed, it shows your banking details for EFT with the invoice number as the payment reference. Your client can also Download PDF.

If you have connected Paystack, the page also has Pay now, which takes your client to Paystack's secure page and pays into your own Paystack account. See Connecting Paystack. Without it, the email's button reads View invoice and payment details, and your client pays by EFT.

If something looks wrong, Something wrong with this invoice? lets your client tell you why. Their message arrives in your Inbox.

The account page

Payment reminder emails link to the client's account page instead: every invoice you have sent them, filtered by status, with the total outstanding, your banking details and Download statement.

How long links last

An invoice link stays open for 90 days from when it was sent. To shut a client's account link at once, for example if it reached the wrong person, open the client under Sales → Clients and press Revoke portal link. Each invoice link still opens its own invoice, and the next document you send them carries a new account link.