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
Client portal overview
What the portal is and how to use it.
Enable portal access
Let a client contact sign in.
Magic-link login
How clients sign in without a password.
View and pay invoices
What your client sees and does.