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Overview

The customer portal provides a secure and streamlined way for customers to access their invoices in one place. Instead of managing multiple emails or logins, customers receive a single-use, one-time access key that grants them entry to their personalized portal.

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What customers can do

Within the portal, customers can view and download all issued invoices associated with their account, including the following details: invoice status (paid, pending, or overdue) and due dates.

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Enabling the customer portal

To include a customer portal link in invoices:
Customer Invoice Preferences
  1. Navigate to Settings > Invoice Preferences
  2. Locate the Customer Access section
  3. Enable the option to include a link to the customer portal in the invoice
When enabled, customers will receive a portal access link with each invoice, allowing them to check invoice status and view related usage information.

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How it works

When a customer receives an invoice with a portal link:
  1. They click the unique, one-time access link
  2. The portal authenticates them automatically without requiring a password
  3. They land on their personalized invoice dashboard
  4. They can view all invoices, check statuses, and download PDFs

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Security

The customer portal uses single-use access keys for security:
  • Each link is unique and time-limited
  • No passwords or account creation required
  • Access is automatically scoped to the customer’s invoices only
  • Links expire after use or after a set time period