Send a paid receipt to a client After a payment lands, send a clean receipt your client can file. Here's where to find it and how to get it to them. Client Portal Payments Receipts

Copy and share an invoice’s payment link Skip the portal tour — grab the direct pay link for any invoice and drop it in an email, a text, or a chat so your client can pay in one tap. Client Portal Invoices Payments

When one client has several people in the portal Approver, accounts-payable, project lead — give the right person the right link. Client Portal Companies Contacts

What your client sees right after they pay The moment a card goes through: a confirmation, a receipt, and a paid invoice. Client Portal Payments Stripe

Put your logo and colors on the client portal Make the portal feel like your studio, not ours — your branding flows straight through. Branding Client Portal Preferences

Client comments and approvals in the portal Your client can leave a note or hit approve — and you'll see it land in real time. Approvals Client Portal Estimates

How the Portal Works on a Client’s Phone Most clients approve and pay from a phone. Here's what that experience looks like. Client Portal Mobile Payments

Can clients download a PDF of their estimate or invoice? Yes — your client can grab a clean PDF for their own records, straight from the portal. Branding Client Portal PDF Download

What Your Client Sees When There’s Nothing Pending No open estimate, no unpaid invoice — here's the calm, on-brand screen they land on. Branding Client Experience Client Portal

Resend a Portal Link a Client Lost Magic link buried in an inbox? Fire off a fresh one without recreating anything. Client Portal Magic Link Sending