Champion Feature
The Client Portal is available on the Champion plan ($15/month). Share a branded dashboard where clients can view their invoices and payment reminders without creating an account.
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What is the Client Portal?
The Client Portal is a professional dashboard that gives your clients a single place to view all their invoices and upcoming payment reminders. Each client gets their own unique link — no account or password required.
Why use the Client Portal?
- Professional experience
Give clients a polished, branded portal instead of scattered emails
- No login hassles
Clients access their portal via a simple link — no passwords to remember
- Everything in one place
Invoices, payment history, and upcoming reminders all on one page
- Fewer "where's my invoice?" emails
Clients can self-serve and find their own invoices anytime
📸 Full client portal page as seen by the client: branded header with freelancer logo/name, stats cards (Total, Paid, Outstanding, Overdue), reminders section, and invoices table
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What clients can see
Your client's portal displays their complete payment relationship with you:
Dashboard statistics
Four summary cards at the top show key payment metrics:
📸 Four stats cards on portal: Total Amount, Paid (with percentage), Outstanding, Overdue count
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Upcoming payment reminders
If you've set up payment reminders linked to this client, they'll appear here with urgency indicators:
Monthly Retainer
January retainer payment
📸 Upcoming Payment Reminders section on portal showing active reminders with due dates and amounts
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Invoices table
A complete list of all invoices sent to this client:
| Invoice # | Issue Date | Amount | Status | Action |
|---|---|---|---|---|
| #INV-001 | Dec 1, 2024 | $2,500 | Paid | View |
| #INV-002 | Dec 15, 2024 | $2,500 | 5 days overdue | View |
📸 Invoices table on portal showing: Invoice #, Issue Date, Due Date, Amount, Payment Status badge, View button
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Payment status badges
Clear visual indicators help clients understand payment status at a glance:
Customizing your portal branding
Your Client Portal automatically uses your account branding settings. Here's what you can customize:
Logo
Your logo appears in the portal header. Upload it in Settings → Branding.
Company Name
Displays prominently in the header. Falls back to your account name if not set.
Tagline
Optional subtitle below your company name (e.g., "Web Development & Design")
Primary Color
The portal header uses your brand color as a gradient background
📸 Client portal header showing: freelancer's logo, company name, tagline, and colored background matching brand colors
/help/client-portal/portal-header.png
Set up branding: Go to Settings → Branding to upload your logo and set your brand colors. Changes apply to both invoices and client portals.
Security & access control
We take security seriously. Here's how Client Portal protects your data:
Unique per-client URLs
Each client gets their own unique link. One client cannot access another client's data.
Read-only access
Clients can only view data. They cannot edit invoices, modify reminders, or change any settings.
Server-side validation
All data requests are validated through secure cloud functions — no direct database access from the browser.
Not indexed by search engines
Client portal pages are excluded from search engine indexing for privacy.
Keep links private: The portal URL acts like an access key. Share it only with your client through secure channels (email, private message). Anyone with the link can view that client's data.
Frequently asked questions
Do clients need to create an account?
No! The Client Portal is passwordless. Clients access everything through their unique link — no signup or login required.
Can I share the same link with multiple people at a client company?
Yes, the link isn't tied to an individual. Anyone at the client company with the link can view the portal. This is useful when multiple stakeholders need invoice access.
What happens if I'm not on the Champion plan?
You can still copy and share the portal link on any tier. However, when your clients visit the portal, they'll see a friendly message explaining the feature requires Champion — plus your contact email so they can reach you directly.
Can clients pay directly through the portal?
Currently, the portal is view-only. Clients can see invoices and download PDFs, but payments are processed outside the portal. Direct payments is on our list — suggest it on our Suggestions page!
Can I disable a client's portal access?
The portal link is always available for each client. The best way to "disable" access is to simply not share the link, or to downgrade from Champion (which will show an upgrade message to visitors).
Are payment reminders shown to all clients?
Only reminders linked to that specific client appear on their portal. A client will never see another client's reminders.
💡 Pro tips for Client Portal
- Add your branding first. Set up your logo and colors in Settings before sharing portals for a polished first impression.
- Use Email Link for new clients. The professionally formatted email makes a great first impression.
- Combine with Payment Reminders. Set up reminders for recurring payments — clients will see them automatically on their portal.
- Include the link in your contracts. Add the portal URL to your onboarding documents so clients always know where to find invoices.