Client portal & invoices

Show clients the work, then bill for it.

Keep client records, share a read-only project portal by link, and move invoices from draft to paid.

Get started

Free during early access

Client portal

A read-only window into the project.

Owners and admins generate a portal link for a client and can revoke it at any time.

  • Portal links scoped by token
  • Revoke a link at any time
  • Clients see project progress, read-only

Invoices

From draft to paid.

Create invoices for a client, send them, generate a PDF, and mark them paid or overdue.

  • Draft, sent, paid, and overdue states
  • PDF generation
  • Send several invoices at once

Capabilities

Client work, end to end.

  • Client records

    Clients with their linked projects.

  • Portal links

    Read-only access by token.

  • Revocable access

    Turn a portal link off.

  • Invoices

    Draft, send, and track status.

  • PDF

    Generate an invoice PDF.

  • Billing reports

    Project hours and burn rate.

Good to know

  • The client portal is read-only; clients cannot comment or edit.
  • Invoices are not paid online; record payment by marking an invoice paid.
  • Creating an invoice from tracked time is not available in the web app.

Early access

Bring one real piece of work.

Start with a single brief and follow it all the way to the update.

Get started

Free during early access