Customer portal
No login for customers
Each invoice or quote can have a customer link (tokenised URL). Customers view totals, lines, due dates, and bank or pay options without accessing your workspace.
Pay and sign
- Pay now when online payments are connected
- Sign quote to capture client e-signature on supported releases
Email integration
Email to customer includes the customer link in the message body. Copy customer link on the detail screen copies the same URL for SMS or WhatsApp.
Roadmap note
v1 focuses on per-document links. A magic-link hub listing all documents for one customer email may follow in a later release.