What clients see in their portal
Everything your clients need to pay you, nothing more.
3 min read
Portal overview
Your clients see a clean, simple page with just what they need.
Header
- Your business name
- Your logo (if uploaded)
Balance section
- Amount they currently owe
- Due date (if set)
Payment options
- Pay by Card - Button to pay securely online
- Bank Transfer - Your bank details (if enabled)
Payment history
- List of previous payments
- Dates and amounts
What clients DON'T see
To keep things simple and private, clients cannot see:
- Other clients' information
- Your full client list
- Your business settings
- Internal notes
Mobile friendly
The portal works perfectly on phones and tablets. Clients can pay from anywhere.
Branding
The portal uses your business name and logo to look professional and recognisable.
Related: How clients make payments
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