The Customer Portal is the SolaCount area where your customers see the invoices, payments, quotes and sales orders you issue to them. They can download PDFs and accept or decline quotes online. Customers sign in with a one-tap link sent to their email; there are no passwords. This page explains how customers get in and what they see. For the SolaCount side (what you do), see Customer portal in SolaCount.
Where to find it
- Customers sign in at
/customer-portal/loginon solacount.com. The page is titled Customer Portal ("Sign in to view your invoices, quotes and payments."). - Most customers never type that address: the Open Customer Portal button in every invoice, quote or sales order email signs them straight in.
Who can sign in
There is no switch to turn on and no account to create. A person can use the portal when:
- A customer exists in your SolaCount organization, and
- That customer record has their email address.
Access is tied to that email. If the same email is on customer records in more than one organization that uses SolaCount, the customer sees each of them in the portal and can switch between them.
Sign in
From a document email
- The customer opens the email (for example "Invoice INV-00045").
- They click Open Customer Portal.
- They are signed in and taken to the matching section (Invoices, Quotes or Sales Orders).
From the sign-in page
- Open
/customer-portal/login. - Enter the Email address and click Send me a login link ("No password needed. We'll email you a secure, one-tap link that signs you in.").
- The page confirms: "If your email is registered, a login link has been sent. It is valid for 24 hours."
- Open the email "Open your {company} customer portal" and click Open Customer Portal.
The confirmation is the same whether or not the email is registered, so the page never reveals who your customers are. A login link is only sent to an email that belongs to a customer record (or that already used the portal).
Link rules
| Rule | Detail |
|---|---|
| Valid for | 24 hours from when it was sent. |
| Uses | Once. After it is used, it stops working. |
| Expired or used link | The customer is returned to the sign-in page with "That login link is no longer valid. Enter your email below to receive a new one." |
What customers see
The left menu shows your organization name and logo with Customer Portal underneath.
| Menu item | What it shows |
|---|---|
| Dashboard | Outstanding Balance, Overdue Amount, Open Quotes, Active Sales Orders, Total invoiced, Recent Invoices, Recent Payments, Quotes Awaiting Your Response, and quick actions (View Invoices, Review Quotes, Payment History, Update Profile). |
| Billing → Invoices | Their invoices with number, date, due date, total, balance due and status. Search, filter by status, and open an invoice to view it, print it or download the PDF. The invoice page also shows the payments applied to it. A badge on the menu shows open invoices (red when some are overdue). |
| Billing → Payments | Payments recorded against their account, with date, reference, method, amount and status. |
| Sales → Quotes | Their quotes with issue date, expiry and status. Open a quote to Accept Quote or Decline Quote. See Public quote links. |
| Sales → Sales Orders | Their sales orders, with PDF download. |
| Account → Profile / Settings | Contact and company name, billing address, tax number (TRN), registration number, website, and display and language preferences. Save Profile saves changes. |
| Account → Security | How access works (passwordless), Sign-in email, Last sign-in, Account status, and Sign out / End this session. |
Customers only ever see their own documents. They cannot see other customers, your accounts or any internal notes.
What customers cannot do
- Pay online. The portal shows balances and recorded payments; payment itself happens through your usual channels.
- Edit invoices or quotes.
- Change their sign-in email. You change it on the customer record in SolaCount.
Worked example
Al Noor Trading LLC issues invoice INV-00045 to Gulf Interiors LLC (accounts@gulfinteriors.ae) for 10,500.00 AED (10,000.00 + 5% VAT).
- The accountant posts the invoice and sends it from the Send Email panel.
- Gulf Interiors' accounts team clicks Open Customer Portal in the email and lands on Invoices.
- The dashboard shows Outstanding Balance 10,500.00 AED. After Al Noor records a 10,500.00 AED payment, the invoice shows a zero balance and the payment appears under Payments.
Rules and limits
- Access requires a customer email on file. Updating the email in SolaCount changes who can sign in.
- Login links last 24 hours and work once.
- The sign-in request is rate-limited; repeated requests in a short time are slowed down.
- On a shared or public device, customers should click Sign out when done ("Signing out clears this browser session.").
Tips and common problems
- "Access Not Found." No customer access was found for that email. Check the email on the customer record.
- No login email arrived. Check spam, and that the address on the customer record is exactly the one typed.
- The link worked yesterday but not today. Links are single-use and last 24 hours. Request a new one.