Give Your Clients a Professional Payment Hub
Each client gets a branded page showing everything they need — outstanding invoices, payment history, active quotes and agreements. No login required.
Enable Client PortalSelf-Service for Your Clients
Client Portal creates a secure, branded page for each client. They can see outstanding invoices, payment history, active quotes, and agreements — all without creating an account. Every view includes your business branding and the 'Powered by Experi' footer.
Key Benefits
No Login Required
Token-based access means your clients just click a link. No passwords, no friction.
Outstanding at a Glance
Clients see exactly what they owe, what's overdue, and their payment history.
Quotes & Agreements
Active quotes and service agreements are visible alongside invoices for a complete picture.
Your Brand, Their Experience
The portal shows your business name and branding. Every view is a professional touchpoint.
How It Works
Enable Portal
Open any client, then in the Client portal section click 'Generate portal link' to create their unique URL.
Share the Link
Send the portal URL to your client. They can bookmark it for future access.
Client Self-Service
Your client sees their invoices, quotes, and agreements in one place. Reduce 'I didn't get the invoice' excuses.
Frequently Asked Questions
Is the portal secure?
Each client gets a unique, unguessable token URL. You can revoke access at any time from the client settings.
Can clients make payments through the portal?
If you have Autopilot enabled, clients can pay directly through their invoices. The portal provides a hub for everything in one place.
Ready to Try This Feature?
Start using Experi today. All features available to try risk-free.
No credit card required • Start invoicing in under 60 seconds