Keep Your Clients In Loop With Client Portal

Provide your clients with our user-friendly portal, making it easy for them to view invoices, handle transactions, and stay in touch.

Start Free TrialNo credit card. No hassles
Available for:
IMPROVE CLIENT SATISFACTION

How Client Management Portal Benefits Businesses

icon-e1

Offer Self-Service Access To Clients

Clients can independently access invoices, estimates, and payments, reducing administrative load.

icon-e2

Communicate Easily Within Centralized Hub

Simplify client interactions and keep all your communications in one place for easy access.

icon-e3

Stay Organized With User-Friendly Portal

Effortlessly manage your client data with an intuitive and organized portal.

SIMPLIFY WORKFLOW FOR CLIENTS

Maximize Client Access & Engagement

Give your clients a smooth and secure way to interact with your business, improving their experience and building trust.

cp-01 cp-02 cp-03

View All Client Info Within Centralized Dashboard

Get a comprehensive summary of the client account and key metrics for clear visibility.

  • View all invoices and estimates
  • Visualize clear graphical representations
cp-01

Organize And Manage Invoices/Estimates/Account Statement

Clients can instantly log in to the portal via links sent with invoices or estimates.

  • Eliminate the need for extra steps
  • Save time and effort
cp-02

Offer Secure Login To Clients

Clients can use their secure credentials to log in to the portal.

  • Keep client data private and safe
  • Provide them peace of mind with enhanced protection
cp-03
Start Free TrialNo credit card. No hassles
KEEP CLIENTS INFORMED

Provide Transparency To Clients With Real-Time Visibility

Offer immediate updates on transactions and received estimates for both parties, improving transparency and collaboration.

cp-04 cp-05 cp-06

Let Clients See Instant Payment Updates

Payments reflect instantly on both client and admin portals.

  • Ensure accurate tracking
  • Avoid confusion and delays
cp-04

Effortlessly Handle Estimates

Lists all received estimates, allowing clients to accept or reject them.

  • Simplify approval process
  • Making invoice initiation faster
cp-05

Get Precise Insights With Advanced Filters

Filter data in all modules to find specific information quickly.

  • Sort invoices and estimates
  • Refine search results
cp-06
Start Free TrialNo credit card. No hassles
EASY FINANCIAL MANAGEMENT

Make Operations Smooth With Smart Finance

Smart financial decisions pave the way for smoother, and more productive operations in your business.

cp-07 cp-08

Get Comprehensive Financial Insights

Easily access essential financial reports directly from your client portal, including invoicing, outstanding payments, taxes, and purchase orders.

  • Monitor Invoicing Status
  • Track Outstanding Payments
cp-07

Download Financial Documents with Ease

Easily download or print documents from any module, providing flexibility and control.

  • Enable convenient access to important information
  • Keep files for your records
cp-08
Start Free TrialNo credit card. No hassles
EXPLORE ALL TEMPLATES

Pre-Designed and Customizable Invoicing Templates

All-in-one invoicing software to manage & track payments, expenses, bills & more.

invoice-image
GET STARTED NOW

Launch Your Client Portal Instantly

Instantly launch your own client portal, giving you immediate access to organized and efficient client interactions.

payment-reminder

Step 1

Visit the Invoicera website and quickly sign up to create your client portal.

Step 2

Tailor your client portal to suit your needs. Customize settings such as branding, notification preferences, and access controls, ensuring a personalized and efficient invoicing experience.

Step 3

With your client portal set up, efficiently manage your clients and invoices. Easily add new clients, track invoices, and view payment statuses.

MEANT FOR EVERY BUSINESS

Invoicera: Where Every Business Fits

Invoicera simplifies your business operations by bringing together invoicing, payments, expenses, and time tracking in one easy-to-use platform.

business-icon-1

Invoicera for Enterprises

  • Advanced Automation
  • Detailed Reporting
  • Integration with Third-Party Apps
business-icon-2

Invoicera for Small Business

  • User-friendly Interface
  • Pro Invoices in Minutes
  • Financial Insights with Intuitive Reports
business-icon-3

Invoicera for Freelancers

  • Customized Invoices Matching Your Brand
  • Precise Tracking of Billable Hours
  • Easy Management of Multiple Projects

Do More With Integrations

Discover reliable payment integration gateways, offering diverse payment options tailored to your business needs.

Integration
Please wait, while we load the pricing plans for you.
Use Cases

Why Should You Use Invoicera?

Ensure Precision in Time-Based Billing

Time-Based Billing

Perfect for consultants and service professionals. Track project hours and generate precise invoices for your clients.

Accelerate Your Quote to Cash Cycle

Quote to Cash Platform

Experience a comprehensive Quote to Cash solution. Create quotes, process orders, and manage revenue effectively.

Fortify Your Transactions Against Fraud

Fraud Protection

Safeguard your transactions with advanced technology to prevent scams. This helps in protecting private customer information.

NUMBERS DEFINING US

Why Business Owners Love Invoicera

4M+

Active Subscribers and Counting

70%

Time Savings on Invoice Processing

10M+

Seamless Transactions

90%

Reduction in Manual Entry Errors

TESTIMONIALS

What Do Our Customers Say?

See how we make a difference.

"User-Friendly Software"

We compared a range of products for billing and invoicing, but Invoicera came out as the best! It's very easy to use. Highly recommended!

Invoicera
Dr Robert Slagter
B2B Marketing & Technological Agency
"Business Growth"

I have been using Invoicera for 5 years and have found it fantastic. I use Invoicera to manage my business, and the experience has been good. It's an easy-to-use software that I would recommend to everyone!

Invoicera
Dave Edworthy
Commercial Antennas
"Time-Saving Solution"

For my contracting business, I needed a solution to replace an outdated manual invoicing system. Invoicera made invoicing simpler and easier. Now, I spend less time on manual tasks and more time helping clients with their queries. It's incredibly intuitive invoicing software.

Invoicera
Jacob Davis
Consultant
"Quick & Efficient"

Invoicera has revolutionized our billing process at our digital marketing agency. It's quick, efficient, and incredibly user-friendly. Highly recommend!

Invoicera
Alexander Lipkin
CEO
"Reliable Solution"

As a web development firm, we needed a reliable invoicing solution. Invoicera has made invoicing a breeze, saving us valuable time. Excellent software!

Invoicera
Augustus Foth
CTO
"Powerful Results"

Our creative agency has been using Invoicera for over a year now. The intuitive interface and robust features have streamlined our billing operations. It's fantastic!

Invoicera
Alfonse Ferroni
Creative Head
INVOICING. ANYTIME. ANYWHERE

Invoicera: Your Invoicing Companion, Always by Your Side

Expand Your Business Beyond Boundaries. Create And Manage Global Clients From Everywhere.

google play google play

(Invoicera account required to use apps)

User Guide

Get Answers to Your Queries

We’re here whenever you need assistance. If you have any questions beyond what’s covered here, don’t hesitate to reach out.

1. What is a Client/Customer Portal?

A Client/Customer Portal is a secure online platform provided by Invoicera, designed to facilitate smooth communication and transactions between a business and its clients or customers.

It acts as a centralized hub where clients can access their invoices, view payment history, communicate with the business, and manage their account details easily.

2. What are the benefits of using Invoicera's Client/Customer Portal?

  • Efficient Communication: Clients can communicate with the business regarding invoices, services, or support inquiries seamlessly through the portal, making the communication process easy.
  • Accessible Anytime, Anywhere: Clients have 24/7 access to their financial data, allowing them to view invoices and make payments at their convenience.
  • Transparency and Trust: Providing a transparent view of invoices, payments, and services fosters trust between the business and its clients, promoting a healthy business relationship.
  • Time-Saving: Clients can download invoices and receipts directly from the portal, saving time on requesting and waiting for emailed documents.
  • Customization and Personalization: Clients can customize their profiles and preferences within the portal, tailoring their experience to their specific needs.

3. How does the Client/Customer Portal enhance communication between businesses and customers?

  • Real-Time Communication: Clients can engage in real-time discussions with the business regarding invoices, projects, or clarifications, promoting quick and effective communication.
  • Document Sharing: Businesses can easily share important documents like invoices, contracts, or project details, ensuring all necessary information is readily available to the clients.
  • Instant Notifications: Clients receive instant notifications about new invoices, payment confirmations, or any updates, keeping them informed and engaged.
  • Feedback and Reviews: The portal provides a platform for clients to share feedback and reviews, enabling businesses to understand client needs and improve their services.

4. What are the features of Invoicera’s Client/Customer Portal?

  • Invoice Viewing and Downloading: Clients can view and download their invoices in various formats directly from the portal.
  • Payment Processing: Clients can make payments securely and efficiently through integrated payment gateways within the portal.
  • Profile Management: Clients can manage their personal information, preferences, and communication settings in one central location.
  • Communication Interface: An interactive messaging system allows clients to communicate with the business, ask questions, and receive timely responses.
  • Invoice History and Reports: Clients have access to their complete invoice history and can generate reports for better financial management.

5. How does the Client/Customer Portal in invoicing software help businesses?

  • The portal streamlines invoicing processes, saving time and effort for both businesses and clients.
  • By providing easy access to invoices, payment records, and efficient communication, businesses enhance client satisfaction and loyalty.
  • The portal automates many tasks, reducing manual workload for businesses and minimizing errors in invoicing and payments.
  • Businesses can track payments, outstanding invoices, and generate financial reports for improved financial planning and decision-making.

6. Are there any security measures in place to protect client or customer data within the portal?

  • Data Encryption: Invoicera uses advanced encryption protocols to ensure that all data transmitted and stored in the portal remains secure and protected from unauthorized access.
  • Secure Authentication: Clients are required to use secure login credentials and authentication processes to access their accounts, adding an extra layer of security.
  • Regular Security Audits: Invoicera conducts routine security audits and updates to identify and address any potential vulnerabilities, ensuring a secure environment for client data.
  • Compliance with Regulations: The portal adheres to relevant data protection and privacy regulations to maintain the confidentiality and security of client information.
KNOW YOUR QUERIES
Frequently Asked Questions

How can I manage clients and vendors in the same dashboards?

The single yet segregated dashboard of Invoicera helps you track your purchase orders, as well as, invoices in the same dashboard. Thus helping you track the cashflow, delays, and missed factors in the process.

Can I generate customized reports for my clients and vendors?

Yes, you can filter/customize your reports for a specific time, client, vendor, or even staff and share it with them as a downloaded version.

How is this software different from other client management portal software?

Invoicera is tailor-made to your specific needs and completely customized to integrate in your current ERP and CRM. Thus, it has been #1 choice for more than 4M users worldwide from more than 18 years.

Can I convert purchase orders into invoices directly?

Yes, you can convert purchase orders into invoices and edit them as well with Invoicera.

GET STARTED TODAY

Choose Invoicera. Get Paid Faster.

Start Risk-Free. No Credit Card Needed. Cancel Anytime.

Start Free Trial No credit card. No hassles
OR
ONE UNIFIED SYSTEM

Customization That Fits Your Business

Seamless integration with your existing software.