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.
Per-document links
Each invoice or quote has its own customer link. A hub that lists every document for one customer email is not available yet.