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.
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.
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.
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.
Accept invoice payments online with internet payment processing, Stripe checkout, Pay buttons, and automatic status updates.
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 billing workflow, and keep related client work connected.
Use these grouped links to move from this feature into payment, preparation, client, and operations workflows.
Send invoices, collect payments, automate reminders, and support repeat billing.
Quote the job, track time, manage project billing, and capture expenses before invoicing.
Keep CRM, portal access, public sharing, and referrals connected to client billing.
Organize tasks, inventory context, and exports around invoice and client records.
