Client portal link
The client portal is a web page where your client can see every document you've sent them from one link, without creating an account.
Copy the link
- 1
Open the client's page.
- 2
Click ⋯ at the top right.
- 3
Choose "Copy client portal link" and send it to your client however you like.
The client portal is available on Plus and above. If your current plan doesn't include it, the menu item shows the plan you need.
What your client sees
- The total outstanding on unpaid invoices, or "Nothing outstanding".
- "Needs attention": unpaid invoices, plus proposals and contracts that have been sent and are awaiting a response.
- "Past": documents that are paid, accepted, signed or otherwise closed.
Your client can open each document to pay, accept a proposal or sign a contract from the same page.
If the client sees a "Page not found" message, the link may be mistyped or no longer active. Copy a fresh link from the client page and send it again.
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Create and manage projects
A project brings together the tasks, notes, invoices, proposals and contracts for one piece of work. Linking a client is optional.
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