Your clients' portal
One private page per client with their quotes, invoices and payments.
Every client has a private portal: one page with everything you've sent them. They can open quotes and signed agreements, view and pay invoices, see their payments, and ask you for new work. No account or password needed.
- Open a client and go to the History tab.
- Under Client portal, choose Email it to send them their link, or Copy link to send it yourself.
- When they ask for new work from the portal, you get an email and it shows in the client's activity. Reply to the email to answer them.
Clients who lose their link can get it again from the “Lost your link?” link at the bottom of their portal, or at /portal on Gettled, by entering their email address.
Anyone with the link can see that client's account. If a link was shared by mistake, choose Reset link and the old one stops working.