Give invited clients a dedicated portal to review shared invoices and quotes, manage membership access, use familiar regional formats, and download branded PDFs.
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.
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.
Combine Client Portal Access with these workflows inside Invoice Master.
Share invoices through secure public links with expiry and revocation controls, while preserving branded invoice previews and PDFs.
Create professional quotes and estimates with clear line items, expiration dates, public links, and one-click conversion to invoices.
Accept invoice payments online through Stripe-hosted checkout with region-aware payment methods.
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.
Open your account, configure your workflow, and keep everything connected in one platform.
