View and pay invoices

Once a client signs in, the portal shows only their own invoices in your workspace, with the detail and payment options they need to settle up.

The invoice list

At /portal, the client sees their invoices in your single workspace — and only invoices that are Sent, Paid, or Cancelled. Drafts are hidden.

Each row shows:

• the invoice number,
• a payment-status chip — Awaiting payment, Partially paid, Paid in full, or Refunded,
• the issue, due, and paid dates, and
• the total.

The header shows "Signed in as {email}" (your email address). If there's nothing to show, the empty state reads "No invoices yet."

The invoice detail

Opening an invoice (/portal/invoices/[id]) shows the public invoice snapshot — the same fixed-in-time view your client gets from the public link — plus:

• a Pay button (when the invoice is not paid, not cancelled, and the balance is above zero),
• the payment history, and
• Download PDF.

After a successful payment the page shows "Payment received — thank you!"

How payment works

The Pay button runs the same card-payment flow as the public invoice page: Stripe Checkout on your connected account, with the payment recorded automatically and the invoice flipped to Paid at full balance.

Branding

The portal carries your logo and workspace name and a Sign out button — nothing else. Set these in Branding and logo. The portal is noindexed.

Troubleshooting

• A client sees no invoices. Only Sent / Paid / Cancelled invoices appear; a Draft won't show until you send it.
• The Pay button is missing. It appears only when the invoice is unpaid, not cancelled, and has a balance due — and card payment needs Stripe Charges enabled: Yes. See Accept card payments.
• More sign-in or access issues. See Client portal troubleshooting.