Customer and vendor portals

Find purchase orders, bills, payments, and credits as a vendor The vendor portal shows records shared by the business that invited you.
Remove customer or vendor portal access Removing a portal grant stops that contact’s portal access while keeping the business records.
Sign in as a customer and find your invoices and receipts Your customer portal brings together the documents a business has shared with you.
Review an estimate or proposal from the customer portal Review the saved offer before approving or signing it.
Review recurring invoices, payment links, and credit notes as a client The menu shows the sections the business has allowed you to view.
Find a project's tasks, hours, and deliveries as a client A shared project lets you review the work the business has made available to you.
Troubleshoot payment or approval access in the customer portal Payment and approval buttons depend on the document’s current state.
Invite a vendor and set their portal access Give a supplier access to their own purchase documents.
Invite a customer to their portal Invite a customer to see their own documents and permitted project information.