Clients & Client PortalUpdated October 5, 2026
What clients see and do in the client portal
An overview of the client view: invoices, quotations, projects, deliverables, and shared work logs.
The Client Portal is a private area where your client can see the work and documents you share with them.
Client portal capabilities
- Invoices: Clients can view their invoices and pay online.
- Quotations: Clients review quotations and accept them with an e-signature.
- Projects & Deliverables: Clients can follow their projects and deliverables.
- Work Logs & Screenshots: Clients see time entries marked Visible to Client, with their screenshots.
Important NoteClients only see records explicitly associated with their company. They never have access to other clients or your internal financial reports.
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