Client Portal
Generate a Portal Link
- Go to Settings → Client Portal
- Select the client you want to share with
- Choose how long the link should be valid (default: 30 days)
- Tap Generate Portal Link
- Copy the link and share it via email, message, or any channel
Tip: Each client can have one active portal link at a time. Generating a new link replaces the existing one.
What Clients See
When a client opens the portal link, they can:
- View all their invoices (excluding drafts)
- See invoice amounts, due dates, and payment status
- Mark invoices as paid (self-service)
Manage Active Links
The Client Portal screen shows all active portal links with their expiration dates:
- View — See which clients have active links and when they expire
- Revoke — Swipe left and tap Revoke to immediately invalidate a link
- Expired — Links automatically expire after the set period
Security
- Each portal link uses a unique access token
- Links expire automatically for security
- Revoked links are immediately invalidated
- All data remains on your device — the portal is local-first