BENEFITS OF THE CLIENT PORTAL
- Provide your clients with convenient access to their invoices and account history, including balances (based on the setting you choose)
- Offer your clients the option to securely pay their invoices online
CONFIGURING YOUR PORTAL
Before inviting Clients to the portal, review your Portal Settings from the main settings Tab>client portal. For details see this quick start guide at the bottom of the page.
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.
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.