Client Management

Your Complete Client Database

Keep all your client information organized in one place. Give every client their own self-service portal to view documents, track history, and pay invoices.

Client Database

All Your Clients, One Place

Store and manage all your client information in a centralized database. Quickly search clients, view their invoice and estimate history, and keep contact details up to date.

  • Centralized client contact management
  • View full invoice and estimate history per client
  • Quick search and filter across all clients
  • Store business names, emails, and addresses
Clients Search clients... + Add Client CLIENT INVOICES BALANCE STATUS SM Sarah Mitchell sarah@mitchell.co 12 $4,250.00 Paid JC James Cooper james@cooperdesign.io 8 $1,800.00 Due EC Emily Chen emily@chenstudio.com 5 $3,150.00 Paid DP David Park david@parkarch.com 15 $6,420.00 Paid RT Rachel Torres rachel@torresllc.com 3 $920.00 Due MW Marcus Webb marcus@webbdev.co 7 $2,780.00 Paid AR Ana Rivera ana@riveraconsulting.com 10 $5,100.00 Paid
Self-Service Portal

A Unique Portal for Every Client

Each client gets their own unique URL where they can view all their invoices and estimates, check payment status, and access documents — no login required.

  • Unique portal URL generated per client
  • Clients view all their documents in one place
  • Track payment status and history
  • Professional, mobile-friendly interface
Client Portal — Sarah Mitchell SM Sarah Mitchell sarah@mitchell.co Invoices Estimates Payments INVOICE DATE AMOUNT STATUS INV-0042 Website Redesign Feb 15, 2026 $5,197.86 Paid INV-0039 SEO Audit Jan 28, 2026 $1,500.00 Paid INV-0035 Monthly Hosting Jan 10, 2026 $599.88 Due Total $7,297.74 ESTIMATE DATE AMOUNT STATUS EST-0018 Kitchen Renovation Feb 10, 2026 $8,450.00 Approved EST-0015 Bathroom Remodel Jan 22, 2026 $4,200.00 Pending EST-0012 Deck Build Dec 18, 2025 $3,800.00 Declined PAYMENT DATE METHOD AMOUNT ✓ INV-0042 Feb 15, 2026 Stripe $5,197.86 ✓ INV-0039 Jan 28, 2026 PayPal $1,500.00 Total Paid $6,697.86 Outstanding $599.88
Payments

Payments from the Portal

Clients can pay outstanding invoices directly from their self-service portal. No friction, no extra steps — just a simple pay button on every unpaid invoice.

  • Clients pay invoices directly from their portal
  • Secure Stripe & PayPal checkout
  • Automatic payment status updates
  • No client account or login needed
Pay Invoice — INV-0035 INVOICE SUMMARY INV-0035 Monthly Hosting — Jan 2026 Due: January 10, 2026 Cloud hosting with SSL & backups × 12 $599.88 Amount Due $599.88 PAYMENT METHOD stripe Credit / Debit Card Visa, Mastercard, AMEX ✓ PayPal PayPal Pay with PayPal balance Pay $599.88 Now

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