Client portal links
Send secure invoice links so clients can view, download, and pay online.
4 min read
Last updated 2026-02-03
How it works
Sending an invoice creates a secure link for your client.
Clients can view the invoice, download a PDF, and pay (if PayGate is enabled).
What your client can do
View invoice details and totals.
Download a PDF copy.
Pay online when PayGate is enabled (provider dependent).
Security notes
Treat invoice links like private documents (they include sensitive pricing and client data).
If you need to revoke access, void the invoice and reissue a new one (best practice).