Customer and vendor portals
Where can I find purchase orders, bills, payments, and credits as a vendor?
The vendor portal shows records shared by the business that invited you.
How do I remove customer or vendor portal access?
Removing a portal grant stops that contact’s portal access while keeping the business records.
How do I sign in to the customer portal and find my invoices and receipts?
Your customer portal brings together the documents a business has shared with you.
How do I review an estimate or proposal in the customer portal?
Review the saved offer before approving or signing it.
Where can I find recurring invoices, payment links, and credit notes as a client?
The menu shows the sections the business has allowed you to view.
How do I find my project's tasks, hours, and deliveries as a client?
A shared project lets you review the work the business has made available to you.
Why can I not pay or approve a document in the customer portal?
Payment and approval buttons depend on the document’s current state.
How do I invite a vendor and set their portal access?
Give a supplier access to their own purchase documents.
How do I invite a customer to their portal?
Invite a customer to see their own documents and permitted project information.