Client portal troubleshooting
Fix common client-portal problems — sign-in links, missing invoices, the Pay button, and access on the Free plan.
Common client-portal issues and how to resolve them. For broader help, see the troubleshooting overview.
The portal isn't available
The portal requires a Studio or Agency plan. On
Free the portal is off — but single-invoice quick-pay links
(/i/[token]) still work on any plan. See Public links and views.
A client didn't receive a sign-in link
The login page always shows a neutral confirmation, so the absence of an error doesn't mean the email failed. Check that:
- the contact is Portal enabled, and
- the email they entered matches the contact exactly.
Then ask them to check their spam folder. See also I didn't receive an email.
"Link expired or already used"
Magic links are single-use and short-lived. Have the client request a new one from
/portal/login. If they request several in quick succession, the page is rate-limited — wait a
moment and try again. See Magic-link login.
A client can't see an invoice
The portal lists only Sent, Paid, and Cancelled invoices — Drafts are hidden. If an invoice is missing, confirm it's been sent. Clients only ever see their own invoices in your workspace.
The Pay button is missing
The Pay button shows only when the invoice is not paid, not cancelled, and has a balance above zero. Card payment also needs Stripe connected with Charges enabled: Yes. See Accept card payments and Client can't pay.
A client expected to see projects or messages
The portal is invoices only. Clients view and pay invoices there — that's the full scope of the portal today.
View and pay invoices
What your clients see in the portal — their invoice list, each invoice's detail, payment history, PDF download, and the Pay button.
Reports overview
See where your time and money go. Reports cover time, revenue, project profitability, and uninvoiced work — all role-aware and plan-gated.