Customer portal
The customer portal is a private area where each customer can log in with email and password to view their documentation.
What you can do
Section titled “What you can do”- Allow the customer to log in through an independent URL.
- Show the list of their invoices.
- View the detail of an invoice with its lines.
- Download the PDF of any invoice.
- Show the total outstanding balance.
Prerequisites
Section titled “Prerequisites”- The customer must have portal access enabled in their record (
Customers). - The customer must have a portal password configured.
- The customer must have a company assigned (company_id).
Enable a customer’s portal
Section titled “Enable a customer’s portal”- Go to
Sales → Customersand open the customer record. - Enable the Portal enabled toggle.
- Set a password for portal access.
- Save the changes.
How customers log in
Section titled “How customers log in”- The customer opens the URL
/portal/login. - They enter their email and the portal password you provided.
- After validation, they are taken directly to their invoice list.
Visible invoices
Section titled “Visible invoices”The portal shows sales invoices with status:
issuedsentpaidunpaid
Drafts and deleted invoices do not appear.
Portal statuses
Section titled “Portal statuses”| Status | Color | Meaning |
|---|---|---|
| Paid | Green | The invoice is fully collected |
| Overdue | Red | The due date has passed and it is not paid |
| Pending | Orange | Issued but not yet due or not collected |
Detail and PDF download
Section titled “Detail and PDF download”- Click View to open the invoice detail with line breakdown, net amount, taxes and total.
- Click Download PDF to save the invoice as a PDF file.
Outstanding balance
Section titled “Outstanding balance”The portal header shows the sum of all issued/sent/unpaid invoices that have not yet been paid.