The invoicing process is a two-way street. You bill the client; the client needs to view the invoice and make the payment. Why not make it as easy as possible for you – and for your clients? This is the purpose of Invoice Ninja’s Client Portal. With Invoice Ninja, you can provide a portal for your clients where they can open and view your invoices, and even make payments, all via the Invoice Ninja website pages.
- Dashboard: The Client Portal Dashboard is a summary page that shows all your invoicing activity with the specific client. Do you want to display the Dashboard page for your clients when they use the Client Portal? You can choose to show or hide the dashboard. Check the Enable box to show the dashboard. Uncheck to hide the dashboard.
- Password protect invoices: To increase security of invoice viewing, you can opt to make the invoices password protected for each individual client. To view your invoice, the client will need to enter a specific password. Check the box to enable the password protect function.
- Generate password automatically: If your client does not already have a password for the portal, you can ensure they get one by enabling the system to automatically generate a password. The password will be sent to the client together with the first invoice. To enable this function, check the box.
Do you have some experience in web design? Want to put your individual fingerprint on your client portal? You can control the look and feel of your client portal by entering custom CSS in your portal layout. Enter the CSS is the Custom CSS field.
To apply all changes to the Client Portal, click the green Save button at the bottom of the page.