Client portal
Every client gets a private portal with all the quotes and invoices you've sent them. No account or password: they sign in with a one-time PIN sent to their email.
Share the portal
- Open the client
Go to Clients and open the client. They need an email address on file.
- Copy the link
Choose Share Portal. The link is copied to your clipboard.
- Send it your way
Paste the link into your own email or message to the client.
Want to check what they'll see first? Preview Portal opens it with an Owner Preview banner, without needing a PIN.
How your client signs in
- Enter their email
The client opens the link and types their email address. It must match the email on their client record.
- Get a PIN
Pricely emails a 6-digit PIN with the subject Your Secure Portal Access PIN.
- Enter the PIN
They type the PIN to open the portal. They stay signed in on that device for 7 days.
| Rule | Detail |
|---|---|
| PIN lifetime | 15 minutes |
| Wrong PINs | After 5 incorrect attempts the client must request a new PIN |
| New PIN requests | One every 2 minutes, up to 5 an hour |
| Session | 7 days, then they sign in again |
What clients see
- Your company name and their Outstanding Balance.
- Quotes you've sent, with their status and a View Quote button to review, accept or decline. Drafts and quotes still waiting for internal approval never appear.
- Invoices you've sent, with the due date and amount. Unpaid invoices have a Pay button; paid ones show View Receipt. Drafts, including new recurring invoices you haven't sent yet, and void invoices never appear.
- A language picker for English, Spanish, French or German, and an optional estimate of amounts in another currency. Amounts due are always in the currency you issued.
Troubleshooting
| Your client sees | Why | Fix |
|---|---|---|
| Email does not match our records for this client. | The email they typed isn't the one on their client record. | Check the client's email in Pricely and edit it if needed. |
| A PIN was sent recently… | They asked for a new PIN within 2 minutes. | Wait two minutes and try again. |
| Too many incorrect attempts. Request a new PIN. | Five wrong PINs. | Request a new PIN. |
| Your session expired. | Seven days have passed. | Sign in again with a new PIN. |
No PIN email? Ask your client to check spam. The PIN comes from Pricely's sending address, not from you.