BENEFITS OF THE CLIENT PORTAL
- Provide your clients with convenient access to their invoices and account history.
- Offer your clients the option to securely pay their invoices online!
CONFIGURING YOUR PORTAL
You'll want to configure/review your settings before you begin inviting clients to your portal. Click here for more information about these options (and our recommended default settings)!
Your clients can also pay their invoices online (if you've enabled this option). We currently support integration with LawPay, PayPal, and Stripe - or you can add an external link to the custom payment site/portal of your choice. Click here for more information about setting up online payments!
ACCESSING THE PORTAL
The link contained in your invoice emails will automatically direct your clients to your portal. Returning clients may also log in to your portal link (yourcompanyid.b4tportal.com) to view their invoices and account balance if you've invited them to create a portal account.
Please watch this tutorial, for a step-by-step overview of your Client Portal.
CLIENT PORTAL QUICK-START GUIDE
Download our Quick-Start PDF (below), for an overview of these settings from start to finish!
It would be great if I could also send my clients a password before they get access to the invoice / account history behind the link.
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