Send and track
How to give a client a portal link
The portal is one private page for one client. It saves you sending a new link every time you bill them.
- Applies to: Dashboard, Clients
- Steps: 4
- Updated 4 November 2026
- A signed-in account
- The client saved under Clients
Steps
- Open Dashboard and choose Clients. Open the client.
- Find the Client portal card and select Create link.
- Select Copy link straight away. The full link is shown only once, right after you create it. Preview opens it.
- Send the link to the client. They open it without signing in.
A link you can copy, and a Preview that shows the client’s page.
What your client sees
Their open invoices with a Pay button, quotes waiting for an answer, and the invoices they paid in the last 12 months. Only documents you already sent as a link appear.
If the link gets out
Select Regenerate link and the old link stops working at once, or Revoke to turn it off. You can create a new one later. The card also shows when the link was last opened.
Common problems
The client sees “This link is no longer valid”.
The link was regenerated or revoked. Create a new one and send it.
The portal looks empty.
Only documents you sent as a tracked link appear. Send the open invoices as links, then reload the portal.
Ready to try it?
Open your dashboardStill stuck?
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