Invoices in the client portal

When a client opens an invoice link, they see the real document — not a summary.

The invoice document

• Rendered in your chosen invoice template, with your logo and business details
• Full line items, quantities, prices, and total
• A diagonal status stamp where it matters — PAID, PARTIAL, OVERDUE — so the state of the invoice is unmistakable
• Any linked assets you've toggled Show on invoice

What the client sees matches the emailed invoice and the PDF exactly — one design everywhere.

Printing

A Print button produces a clean printout: the page's navigation is stripped automatically, so what comes out of the printer is just the invoice. Clients who like paper records (or whose bookkeeper does) are covered without you exporting anything.

Their invoice list

From their portal home, clients see all of their invoices in one table — number, date, amount, status — each opening the full document. Repeat clients can always find January's invoice without emailing you for a copy.

Keeping it current: the portal reads live data. Record a payment and the invoice shows PAID the next time your client looks — no re-sending required.