Client Portal Access

Let clients view their documents and project status online.

What Clients Can Access

Through their portal:

• All invoices (view and download)
• Outstanding balances
• Payment history
• Quotes sent to them
• Active projects
• Service agreements

Enabling Portal Access

1. Go to client profile
2. Click Invite to Portal
3. Client receives email
4. They create password
5. Can log in anytime

Client Portal Features

For Clients

• View all documents
• Download PDFs
• Accept quotes online
• Track project progress
• See payment history
• Update contact details

For You

• Fewer "Where's my invoice?" emails
• Clients see status in real-time
• Professional appearance
• Secure access control

Security

• Each client has unique login
• Only sees their own data
• Can't see other clients
• Encrypted connections
• You control access

Best Practice

Invite clients to portal when:

• Starting a new project
• Sending first invoice
• They ask for document copies