Customer Portal

About the Customer Portal

The Customer Portal gives your clients secure, read-only access to their account information. When you invite a client, they receive a unique link they can use to:

• View all invoices issued to them and check payment status
• Download account statements showing invoices and payments with a running balance
• Access individual invoice details and download PDF copies

Portal links expire after 90 days by default. You can revoke access at any time.