Give Your Customers a Self-Service Portal
Your customers view and pay their invoices, check their payment history and manage their saved cards — any time, without emailing you.
- View and pay invoices online
- Available 24/7
- Email code sign-in, no password
Why Your Customers Will Love It
A self-service portal that empowers customers and saves you time
Every Invoice in One Place
Customers see the invoices you have sent them, filter by status and sort by date or amount
Recurring Schedules
Customers can see the recurring schedules you set up for them — amount, frequency and the next billing date
PDF Downloads
Customers download invoice PDFs for their records
Payment History
Every payment with its status, amount and date — and a CSV export for their bookkeeping
No Password Needed
Customers sign in with a one-time code sent to their email — no password to create or forget
Mobile Friendly
Responsive design that works on phone, tablet and desktop
Everything Your Customers Need
A complete self-service experience that reduces your workload
Invoice Library
The invoices you've sent them, in one list
- Filter by status
- Sort by date or amount
- Open any invoice to see its details
- Download invoice PDFs
Recurring Schedules
A clear view of what is billed on a schedule
- See active recurring schedules
- Amount and billing frequency
- Next billing date
- Invoices already generated by each schedule
Payment Methods
Saved cards, managed by the customer
- Add new credit/debit cards
- Set a default card
- Remove old cards
- Card details stored by Stripe, never on our servers
Payments & Addresses
Their payment records and billing details
- Every payment with status, amount and date
- Export payment history as CSV
- Save and edit billing addresses
- Set a default address
How It Works
Simple, secure access in three steps
You Send an Invoice
Each invoice email includes a secure link your customer can use to view and pay it
Customer Pays or Signs In
They can pay straight from the link, or sign in to the portal with a one-time code sent to their email — no password or registration
Everything in One Place
In the portal they see their invoices, payments, recurring schedules and saved cards
What This Means for Your Business
Less back-and-forth for you, less waiting for your customers
Fewer "Please Resend" Emails
Customers find and download their own invoices instead of asking you for copies
Access Around the Clock
Customers can check an invoice or pay it at midnight or on weekends — without waiting for you
Records Customers Can Export
Customers download their payment history as CSV instead of asking you to compile it
Cards Kept Up to Date
Customers add a new card and remove expired ones themselves
Ready to Give Your Customers a Self-Service Portal?
Give your customers the self-service portal they deserve
Paid subscription • Billed at signup • Cancel anytime
The customer portal integrates seamlessly with other powerful features
Automated Reminders
Polite reminders by email or SMS, each with a link to view and pay the invoice
Learn MoreRecurring Billing
Invoice on a schedule — customers can see their recurring schedules in the portal
Learn More