Manage clients
Give invited clients a dedicated portal to review shared invoices and quotes, manage membership access, use familiar regional formats, and download branded PDFs.
Core capabilities
The essential controls for moving this part of your billing workflow forward.
Send portal invites, manage memberships, and let clients access documents through a dedicated recipient portal experience.
Set access rules per portal membership so each recipient sees only the invoices and quotes you explicitly grant.
Portal invoice and quote views match your configured brand settings while giving recipients familiar regional date and number formats.
Good fit
Use it when invited clients should sign in and review shared invoices and quotes over time.
Use it when each portal member should see only the invoices and quotes granted to that membership.
Use it when clients need document dates and numbers displayed in a familiar regional format.
From start to finish
A practical sequence you can adapt to the way your team already works.
Send portal invites and confirm memberships for the recipient users you want to include.
Choose which invoices and quotes each member can access from your portal management controls.
Members sign in to review shared documents, use their preferred regional format, and download branded PDFs when needed.
Keep exploring
Connect Client Portal Access with the next useful part of your workflow.
Create read-only public invoice links that clients can open without a login, use for PDF download, and lose access to when a link expires or is deleted.
Create quotes and estimates with line items, tax, validity dates, custom fields, public links, attachments, email delivery, and invoice conversion.
Let customers pay eligible invoices through Stripe-hosted checkout. Invoice Master adds the Pay button and records successful payments against the invoice.
Track referral growth with a personal referral link, status-based referral history, and reward credit totals for each qualifying referral.
Details
Clients are invited to the portal and added as memberships before they can sign in and access shared documents.
Yes. Portal access controls let you define document visibility per membership and remove access when needed.
Yes. Portal users can open invoice and quote previews and download matching branded PDFs.
Yes. Portal users can choose regional formatting so dates and numbers appear in a familiar style.
Ready when you are
Set up the workflow in your account and keep the work connected from the first record to the final payment.
