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Client Portal
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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

    PreviousSharing portal links with clientsNextHow clients make payments

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