Client Portal
External-facing portal for client collaboration.
Overview
The client portal provides a self-service interface for clients to:
- View project progress
- Review and approve invoices
- View estimates and proposals
- Communicate via comments
- Track billable hours
Access
Clients access the portal via:
https://your-domain.com/share/invoice/{token}
https://your-domain.com/share/estimate/{token}
Tokens are auto-generated and sent via email.
Portal Features
| Feature | Description |
|---|---|
| Invoice viewing | See all invoices for their org |
| Invoice payment | Pay via Stripe/PayPal |
| Estimate approval | Accept/reject estimates |
| Project dashboard | View project progress |
| Time log summary | See hours billed |
| Document access | Download shared documents |
Public Invoice Flow
Security
- Token-based access (no login required)
- Tokens expire after configurable period
- Rate-limited public endpoints
- Relation whitelisting on public data
Related Pages
- Invoice Management — invoicing
- Estimate Endpoints — estimates API
- Public API Endpoints — public endpoints