Every customer gets their own secure login to see their invoices, quotes and account history — without emailing you to ask.
Included on the Business plan and above — see pricing for plan details.
A lot of "where's my invoice" and "can you resend that" emails aren't really about the invoice — they're about the customer not having anywhere to look it up themselves. Giving every customer their own portal login removes that step entirely.
Each customer gets a secure login to their own portal, showing your branding rather than a generic third-party page. It's a small detail, but it's the difference between a customer feeling like they're dealing with your business directly and feeling like they've been handed off to some other platform.
Customers can see and download their own invoices and quotes as PDFs, and check what's paid, what's partially paid, and what's still outstanding — without needing to email and ask. It's the same information you have, just scoped to their own account.
Portal access isn't all-or-nothing across your whole customer base. Enable or disable it per customer, so you can offer it to the clients who'll actually use it without needing to roll it out everywhere at once.
Create a free account and set up your first customer portal login.