# Client Portal {#client-portal}


External-facing portal for client collaboration.


## Overview {#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 {#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 {#portal-features}


| Feature           | Description                    |
| ----------------- | ------------------------------ |
| Invoice viewing   | See all invoices for their org |
| Invoice payment   | Pay via Stripe/PayPal          |
| Estimate approval | Accept/reject estimates        |
| Project dashboard | View project progress          |
| Time log summary  | See hours billed               |
| Document access   | Download shared documents      |


## Public Invoice Flow {#public-invoice-flow}






```mermaid
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 {#security}


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


## Related Pages {#related-pages}


- [Invoice Management](https://sourcey-gauzy.pages.dev/features/invoicing/index.md) — invoicing
- [Estimate Endpoints](https://sourcey-gauzy.pages.dev/api/estimate-endpoints/index.md) — estimates API
- [Public API Endpoints](https://sourcey-gauzy.pages.dev/api/public-api-endpoints/index.md) — public endpoints