Client portal
Give every invoice a clear place to land.
Clients can view, download and pay invoices, see statement history and raise a dispute without another licence.
14-day free trial, no card needed.Invoicera provides a branded client portal where customers can view, download and pay invoices, review statement history and raise a dispute against an invoice. Clients do not need an Invoicera licence to use the portal, while finance retains the billing record and follow-up context in Invoicera.
Recognise the work
The invoice was sent. The client still asks where everything is.
Email delivery alone does not give a customer one dependable place for the latest invoice, earlier statements, payment action and a dispute.
The portal is one part of the wider billing operation from charge creation to matched payment.
- 01
The attachment is buried
A client searches old email threads for the invoice that is currently due.
- 02
The statement is requested again
Finance rebuilds history instead of directing the client to one current view.
- 03
The dispute starts in email
The issue is separated from the invoice and loses a visible timestamp and owner.
How it works
Publish the invoice. Let the client act. Keep finance informed.
The portal moves client-facing billing actions into one branded destination without creating a separate client licence.
Once an invoice is open, accounts receivable visibility keeps its status and next action clear.
- 01
Share the invoice
The customer sees the current invoice and can download a copy from the branded portal.
- 02
Provide payment access
The client can use the available payment action and review statement history.
- 03
Capture a dispute
A raised dispute is flagged and timestamped against the relevant invoice record.
A practical decision rule
A portal should resolve the client’s next billing action.
Keep the scope focused on invoices, statements, payment and disputes rather than turning the portal into another project system.
Structured follow-up can continue through reminders and collections.
Worked example
A client resolves an invoice question in one place
- Open invoices
- 3
- Statement period
- 90 days
- Payment action
- Available
- Dispute
- Flagged on INV-2048
Questions buyers ask
Know where this fits.
Each answer stands on its own, including the boundary of what Invoicera does and does not do.
What can a client do in the Invoicera portal?
A client can view and download invoices, use the available payment action, review statement history and raise a dispute against an invoice. The portal is branded for the business and keeps those billing actions connected to the invoice record. It is not presented as a project workspace or client-side approval system.
Does every client need an Invoicera licence?
No. Clients do not need an Invoicera licence to use the branded portal. The portal is the customer-facing surface for viewing, downloading and paying invoices, seeing statement history and raising a dispute. The business continues to manage billing records, outgoing approvals, material exceptions and follow-up inside its own Invoicera account.
Can clients see statement history?
Yes. The portal can show statement history so a client can review earlier billing alongside the currently open invoice. That reduces the need for finance to rebuild a history in email. Access remains scoped to the client’s billing information rather than exposing the business’s internal billing operation or other customer records.
What happens when a client raises a dispute?
The dispute is flagged and timestamped against the relevant invoice record. Finance can see that the invoice needs resolution instead of discovering the issue inside a separate email thread. Invoicera provides dispute visibility and ownership; it should not be described as automated deduction management or an enterprise dispute-resolution system that resolves the exception automatically.
How does the portal support collections?
The portal gives the customer a dependable place to view the invoice and take the available payment action. Invoicera can also run configurable reminder ladders and structured collections workflows around overdue invoices. The portal supports that process, while finance still owns the collection strategy, material exceptions, escalation choices and next actions.
Start with the real billing case
Bring the schedule, exception or approval that is hardest to control.
See how Invoicera would run it without moving the ledger out of the system your finance team already uses.
Book a Demo