Customer portal

The customer portal is what your customers see when you share documents with them — a clean, branded space where they can view quotes, invoices, sales orders, and payments, download PDFs, and respond to quotes online. Two ways in coexist:

Secure document links — one-document URLs sent in your emails. No sign-in required; best for one-off quotes or invoices.
The customer portal itself — a full sign-in where a customer can browse all their documents in one place.

Most organizations start with document links and let customers move to the full portal when they want a single place for everything.

How customers sign in — magic links, no passwords

Customers do not set or remember a password. To sign in, a customer enters their email address on the portal sign-in page and receives a magic link by email. Clicking the link signs them straight in. Each link is single-use and short-lived — if it expires before they click it, they simply request a new one.

This means:

there is no password for the customer to forget, reset, or have stolen;
access always flows through the email address you have on the customer record — keep it up to date;
a customer who reports "I can't log in" usually just needs to check their inbox (and spam folder) for the latest magic-link email.

Portal emails — magic links, document shares, and quote notifications — are branded with your organization's identity, so customers recognise who they're from.

What's inside the portal

Once signed in, the customer sees a navigation with:

Dashboard — totals and their most recent activity at a glance.
Invoices — open and paid invoices; view and download PDFs.
Payments — payments they have made, and any refunds.
Quotes — pending and historical quotes; they can review and accept a quote online.
Sales Orders — their confirmed orders.
Settings — their contact preferences.
Security — their sign-in activity and session controls.

The portal is scoped to one customer in one organization. A customer who works with two of your organizations has two separate portal accesses.

Secure document links

When you click Send on a posted invoice, quote, sales order, receipt, credit note, or statement, the email includes a secure link to just that document. Opening it shows the document on a clean page where the customer can:

view the document and download the PDF;
for quotes: accept or decline online — accepting updates the quote's status on your side immediately and notifies your team (see Quotes);
request a fresh link if theirs has expired.

Links are personal to the document and the customer, and they expire after a short time for safety — the customer can always request a new one from the expired-link page, and re-sending the document from your side issues a fresh link too.

For a deeper guide to sharing documents securely, see Secure document links and the customer portal overview.

Sending a document to a customer

Open the posted document and click Send.
The dialog pre-fills the customer's email, a default subject and body, and attaches the PDF. The secure link is embedded automatically.
Send. The send is logged on the document's activity tab.

That's all a customer needs — no invitation or account setup is required for document links, and the same email address lets them sign in to the full portal with a magic link whenever they choose.

Common questions

"My customer says the link doesn't work." The link has probably expired — re-send the document, or have the customer use the request-a-new-link option on the expired page.
"My customer accepted the quote by phone instead." Record it yourself with Mark as Accepted on the quote — see Quotes.
"Can my customer pay through the portal?" The portal shows invoices and payment history; online card payment is not part of the portal today. Record payments you receive in Payments.
"Which email does the magic link go to?" The email on the customer record — check and correct it under Customers if the customer isn't receiving portal emails.

Behaviour and rules

Document links are per document — sending the same document twice issues two links, each valid on its own until it expires.
The full portal sign-in is per customer and shows everything belonging to that one customer only.
A customer clicking an emailed document link goes straight to that document — no sign-in needed.
Portal access exists on every plan; there's nothing to enable.