Client Portal

Overview

The client portal provides a self-service interface for clients to:

• View project progress
• Review and approve invoices
• View estimates and proposals
• Communicate via comments
• Track billable hours

Access

Clients access the portal via:

https://your-domain.com/share/invoice/{token}
https://your-domain.com/share/estimate/{token}

Tokens are auto-generated and sent via email.

Portal Features

Public Invoice Flow

Diagram source

sequenceDiagram
    Admin->>Client: Send invoice email
    Client->>Portal: Click link with token
    Portal->>API: Validate token
    API-->>Portal: Invoice data
    Client->>Portal: Review invoice
    Client->>Payment: Pay online
    Payment-->>API: Payment confirmed
    API->>Admin: Payment notification

Security

• Token-based access (no login required)
• Tokens expire after configurable period
• Rate-limited public endpoints
• Relation whitelisting on public data

Related Pages

• Invoice Management — invoicing
• Estimate Endpoints — estimates API
• Public API Endpoints — public endpoints