We are excited to announce the InvoiceSmarty Customer Portal, a secure space where your clients can see everything they have with you in one place.
What your clients can do
Invite any customer to the portal with a single click. They can sign in and self-serve instead of emailing you for copies.
- View and download invoices and payment receipts.
- Accept or decline quotes online.
- Check project progress and tracked time.
- Download account statements.
💡
Tip
Turn on the portal in Settings, then invite customers from their profile page.
What you control
You choose which sections are visible and receive comments and activity notifications in your dashboard.
"Our clients love being able to grab their own statements. It saves us hours every month." - Agency owner
The Customer Portal is available now.
Alex Chen
Writer at InvoiceSmarty. Passionate about invoicing, cash flow, and helping businesses get paid faster with less admin.
