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InvoicesCustomer Portal

Customer Portal

How your customers view, download, and pay invoices through the portal.

The customer portal is a public page where your customers view their invoices. No login is needed — they just open the link you share with them.

What Your Customer Sees

When a customer opens the portal link, they see:

  • Your branding — your logo, business name, and brand colors (captured as a snapshot when the invoice was sent)
  • Business info — your address, phone, email, and website
  • Invoice details — invoice number, issue date, due date, line items (or fixed/percent amount), tax, discounts, and total
  • Notes and terms — any notes or payment terms you added
  • PDF download — a button to download the invoice as a PDF

On the Free plan, the portal page includes a small “Powered by Zentive” badge at the bottom. This is removed on the Pro plan.

Online Payments (Pro)

If you’re on the Pro plan and have set up Stripe, your customer will also see a Pay Now button on the portal page. Clicking it takes them to a Stripe Checkout page where they can pay by credit card or ACH bank transfer.

When the customer completes payment, the invoice is automatically marked as paid. See Accepting Online Payments for details.

No Login Required

The customer portal is completely public — your customer doesn’t need to create an account or sign in. They just click the link and see the invoice immediately. This makes it easy to share invoices with any customer, regardless of their technical comfort level.

Each invoice gets a unique, randomly generated portal link. The link does not contain any predictable information like invoice numbers.

  • Links don’t expire unless you revoke them
  • You can generate a New Link at any time, which revokes the previous one
  • You can Revoke Access to disable the link entirely

See Sending Invoices for link management options.

View Tracking

The first time your customer opens the portal link, Service Invoice Pro records the view date. You’ll see “Customer viewed on [date]” on the invoice detail page, along with a Viewed badge in your invoice list.

Tips

  • Share the portal link via text message for fastest delivery — many customers prefer this over email.
  • The portal uses the branding snapshot from when the invoice was sent. If you update your branding afterward, previously sent invoices won’t change. New invoices will use the updated branding.
  • Customers can view the portal on any device — it’s fully responsive for mobile and desktop.
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Sending InvoicesMarking as Paid