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Core concepts

Client portal

A Studio-and-up feature where your client contacts sign in by magic link to see and pay all their invoices in one place.

The client portal is a signed-in home where your Studio client contacts see and pay all their invoices in one place. It's a Studio-and-up feature.

How it works

Your client contacts sign in by magic link — no password to manage. Once in, they see every invoice you've issued them and can pay any that's outstanding. See Enable portal access and Magic-link login.

Separate from your team — and invoices-only

Two boundaries keep the portal safe:

  • Client accounts are separate from team accounts. A client signing into the portal is not a workspace member — they have no role and never touch your internal data.
  • It's invoices-only. The portal shows invoices and nothing else — no projects, time, tasks, or rates.

For a single invoice, you don't need the portal at all — every sent invoice already has a no-login public link. The portal is the signed-in, all-invoices view, available on Studio and up.

Doing it

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