#The Customer Portal

The portal is a private page for one customer. They open it from a link — no account, no password — and see their invoices, their statement and the documents you've shared, talk to you, approve quotations and pay online. You see what they do.

#Giving a customer access

Open the customer → Portal tab. Choose how long the link is Valid for — a week, a month, three months, or no expiry — and, if you like, a contact name and their email. Then Create the link.

The link is ready. Copy it into a message, or Email it: Tamra sends a short note with an Open your portal button.

A link is made only for one of your own customers (or one shared with your company through Data Sharing), and it records who made it. A customer can have several links — one for their accounts team, one for the owner — each with its own expiry. +30 days, +90 days and No expiry extend a link; Revoke ends it at once. Links that have ended are counted below the live ones.

#What your customer sees

The portal carries your logo and has six places:

• Home — what they owe, what's overdue, and the latest from you. Totals are in your company's currency, each invoice at its own rate.
• Invoices — every invoice, advance and credit note, with Open, Overdue, Paid and Credit notes filters. Each opens in full and prints on your letterhead with Print or save as PDF.
• Statement — their running account, the same one you send from Tamra: in your company's currency, refunds and discounts included, and a column with each line in its own currency when any is in another. With search, filters, totals that follow the filter, and Download CSV.
• Documents — quotations and orders in full; quotations can be approved here.
• Messages — the conversation with you.
• Account — the details you hold for them.

On a phone, the six sit in a bar along the bottom.

#Paying online

If your company takes card payments (Settings → Integrations → Online payments, see Getting paid), every open invoice in the portal has Pay … online. Each press opens a fresh, secure checkout in a new tab — card, Apple Pay or Google Pay — and pressing again the same day reuses it.

The payment lands exactly like one from a payment link you sent: the invoice turns paid, the fee posts to your bank charges account, and the press shows in the customer's Portal tab.

When online payment isn't possible — switched off, not yet connected, or nothing left to pay — the customer sees Ask for a payment link, which sends you a message, and a line about paying by bank transfer quoting the invoice number.

#Approving quotations

A quotation opens in full under Documents. The customer types Your full name, adds A note for us if they like, and presses Approve or Decline.

An approval confirms the quotation; a decline cancels it. Either way the decision, the name and the time are recorded, and a message appears in your conversation with them.

#Messages

Messages is one conversation between the customer and your company — the same one you see on the customer's Portal tab under Conversation. A message from your side always goes under the name of the person who sent it. Both sides can attach files; pictures open large, links are clickable, and the customer sees Delivered and Seen. Enter sends; Shift+Enter starts a new line.

Files you send from Documents → Send arrive here too, as file cards the customer can open. A file opens from a fresh link that lasts an hour, and only while the customer's portal link is on: switch the portal link off and its files stop opening too. A customer can attach files up to 15 MB each.

#Keeping an eye on it

The customer's Portal tab shows each link with how often it's been opened and when it ends — opened 3×, last 2h ago · ends in 12 days — and an Activity list of what the customer did: opened the portal, viewed an invoice, pressed Pay, approved or declined a quotation.

#Common questions

Does the customer need an account? No — the link is the key. Treat it like one: send it only to the right person, and revoke it if it goes astray.

Can a customer see another customer's invoices? No. A link opens exactly one customer's portal.

Can a supplier have a portal? Not yet — the portal is for customers.

#If something goes wrong

• The customer says the link doesn't work → it expired or was revoked. Extend it, or create another.
• There's no Pay button → online payments aren't switched on or connected for the company, or the invoice is already settled.
• A customer isn't getting the email → check the address on the link; Email it again, or Copy the link and send it yourself.