What is the client portal?

The client portal

The client portal is a personal payment page for each of your clients. It gives them a simple, professional place to see what they owe and pay you.

What clients see

• Their name and your business name
• Amount they owe
• Payment history
• A button to pay by card
• Your bank details (if you accept transfers)

Why use the portal?

• Professional: Looks polished and trustworthy
• Simple: Clients see exactly what they owe
• Easy payment: One-click to pay by card
• Always available: Clients can access anytime

How clients access their portal

Each client gets a unique link. You can share this link:

Is it secure?

Yes. Each client has their own unique, private link. They can only see their own information, not other clients.

Related: Sharing portal links