Client links and portal
Your client stopsasking you to resend it.
Every document already opens from a signed link, no account needed. With the client portal, a contact signs in and sees everything you sent their company: what is owed, what you recorded as paid, and a statement of account.
Signed in as
Northfield Organics
Billed by Indigo Loom Studio
INV/26-27/0042
Tax invoice · 14 Sep 2026
₹26,240.00 owed
Partly paidCN/26-27/0009
Credit note · 22 Sep 2026
−₹14,160.00
AppliedQT/26-27/0017
Quotation · valid until 30 Sep 2026
₹1,06,200.00
Awaiting you
Drafts never appear here. Neither does anything belonging to another client.
Sample · what your client sees after signing in
No. 01How it works
From a link to a login.
- 01
Every plan: links
A signed, read-only link per document. Read, print, accept or decline, and pay from the QR, without a password.
- 02
Invite a contact
By email. They set their own password; access belongs to that person, not the company.
- 03
They see their account
Every quotation, invoice and credit note you sent, never a draft, with balances and a statement per financial year.
- 04
You are told
The moment they accept or decline a quotation there.
No. 02What they see, and don't
Their documents, and nothing else.
Statement of account
Per financial year, crediting each note on the day it was issued, and any document saved as a PDF.
Never a draft
Only issued documents appear; nothing that belongs to another client, your notes, or who on your team did what.
One person at a time
Remove one contact's access without touching their colleagues.
Your brand
On Enterprise, white-label puts your brand on the portal and every link your clients open.
No. 03Plans
Which plan has it.
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| Client links — view, accept, pay without a login | Included | Included | Included |
| Client portal login | Add-on | Add-on | Included |
| White-label branding | Not included | Not included | Included |
Links come with every plan. The client portal is included on Enterprise and can be added to Starter or Business. Compare every plan
No. 04Questions
Asked before buying.
01Do links expire?
That is a platform setting; by default a link lasts until it is revoked.
02Can a client pay inside the portal?
They pay you from the UPI QR or bank details on the document, as with a link. There is no gateway, so there is no checkout.