How to give a customer their own portal

One private link where a customer sees their quotes, invoices, what they owe and their jobs.

Updated 2026-10-14

1. Open the customer's card in Contacts.
2. Under Customer portal, press Make link.
3. Copy link to send it yourself, or Email it: the email waits in Reviews for your approval.

The portal lists the customer's quotes, invoices and what they owe, and their jobs coming up and done in the last twelve months. Each quote and invoice opens on its own page, where the customer can accept or see what is due. Drafts, cancelled jobs and voided invoices are never shown.

The card shows when the portal was last opened. Turn off stops the link: anyone holding it sees "not available".