Client portal

When you share a quote or invoice link, clients see a clean, branded page — not your internal dashboard.

Quotes

Full quote breakdown with line items and total
Accept or Decline buttons
Optional message thread for questions

Invoices

On invoices, clients see amount due, payment status, and how to pay — including bank details when you've configured them.

Invoice detail view in Pricely — Your internal invoice view (what you see after converting a quote). Clients get a similar breakdown on their public link, without admin controls.

Amount due and payment status
Bank transfer instructions (if you enabled them)
Online card pay (if you use Stripe Connect on a paid plan)

Passwordless client portal

From a client's profile you can open Client portal — a separate login where clients see all their quotes and invoices with you. They verify by email; no Pricely account required.

Privacy: Clients access links with a secure token. Don't share admin dashboard URLs — only the links Pricely generates for each document.