Send a customer statement Show a client every invoice, payment and credit for a period, with aging and a running balance, and email or download it. Client Portal Invoices Statements

Require an e-signature to approve an estimate Turn on signatures so clients type their name and sign before approving, with an audit trail saved on the estimate. Client Portal E-Signature Estimates

Offer good, better, best options on an estimate Mark lines as optional or group them into packages so clients choose their option, and see live totals, before they approve. Client Portal Estimates Options

Put Your Portal Link in Your Email Signature Add your client portal link to your signature so clients can always find estimates, invoices, and the Pay button. Setup in a few steps. Branding Client Portal Email Signature

Invoicing as a DJ Lock the date with a deposit, itemize hours and add-ons, and collect the balance on the night or after. Invoicing for working DJs. Client Portal Deposits Invoices

How do I prove a client agreed to the work? Get approval in writing before you start. A timestamped, itemized acceptance is your best protection — here's how to capture it cleanly in the portal. Approvals Client Portal Estimates

Invoicing as a nutritionist Sell consults and multi-session programs, bill the package with a deposit, and let clients approve and pay without an account. Client Portal Deposits Invoices

A Wave alternative with a real client portal Liked Wave's price but want a client portal that actually does something? See how clients approve estimates and pay with no login in Fee-Lion. Client Portal Getting started Wave Alternative

A Dubsado alternative for studios Running a small studio on Dubsado? See how Fee-Lion handles client workflows, approvals, and team billing — with a no-login client portal. Client Portal Studios Switching

Keep internal and client-visible project info separate Some notes are for your client; some are just for your team. Here's how to control what shows up in the portal and what stays behind the curtain. Client Portal Discussions Projects