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v2026
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Getting Started
Quick Start Installation Migration Sales Cycle Purchase Cycle
Transactions
Sales Invoices Credit Notes Purchase Invoices Debit Notes Payments Receipts Journal Entries Contra Entries Bank Reconciliation
Inventory
Sales Orders Purchase Orders Delivery Notes (GDN) Receipt Notes (GRN) Inventory Adjustments Inventory Transfers Manufacturing Stock Opname
Reports
All Reports
Fixed Assets
Fixed & Intangible Assets
Master Data
Parties Items & Categories Chart of Accounts Other Master Data
Settings
Business Settings Staff Permissions Voucher Numbers Period Locks Audit Trail Email Settings Customer Portal Opening Balances
Developer
REST API Verify Download
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Docs Settings Customer Portal

Customer Portal

Give customers a self-service portal where they can view their invoices online.

Enabling the Portal

Go to Administration → Customer Portal and configure:

Field Description
Enable Portal Toggle to turn the portal on or off
Token Expiry Days How many days a portal link remains valid (1–365)
Welcome Message Optional message displayed on the portal home page
Visible Sections Choose which sections customers can see

Click Save to apply.

What Customers Can See

On the portal, customers can view their invoices with status (Paid / Outstanding), dates, reference numbers, and totals. The visible sections are configurable per your settings.

The portal is accessible at a unique URL per business. Share this link with your customers so they can log in and view their invoices.

Each customer sees only their own data.

Notes

  • Customer Portal is available on Server and Cloud editions.
  • The Desktop edition does not include the customer portal.
  • Invoice visibility on the portal reflects the posted invoices in your books.