Give your customers a self-service portal where they can view their invoices, make payments, download statements, and track order history without calling your team.
Go to Settings → Clients → Client Portal and toggle it on.
Upload your logo, set portal colors, and configure the welcome message.
Select clients and click Send Portal Invite. They receive an email with a secure login link.
Control what each client can see: invoices only, invoices + orders, or full history including quotations and delivery notes.