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Secure Client Portal

Secure client pages enable them to view invoice history, make payments, download, and approve estimates on the go. A seamless customer experience gets you paid faster.

ABOUT US

Create classic invoices quickly with ease

We build products with companies in mind, and pride ourselves on world-class design and production. Save days from your projects, and deliver results that drive success for you and your customers

Whether you’re a marketer, designer or developer - we have your back. With a simple interface and flexible APIs that work with any browser or platform, Felix is built for everyone to use.

time management

GIVE CLIENT ACCESS, SAVE TIME &

Look professional

Give your clients instant access to their estimates, invoices, and entire history with your company. They’ll have access to it all in real time so you can look professional, while avoiding the tedious back-and-forth.

time management

AUTOMATE &

Get paid faster

Close more jobs and get paid faster. Clients can approve estimates and make payments all in one place. No setup required – it’s ready from day one!

are you finally

Ready to Automate?

Simplify invoicing, save time, and stay organized with an Invoicequick account. Set it up in seconds and start collecting payments on autopilot.

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Plus… more awesome features you'll love.

More than an invoice generator. Powerful and easy-to-use features so you can focus on growing your business.

Invoices

Estimates

Customers

Transactions

Accounting

Reminders

Automations

Custom Emails

Dashboard

Notifications

Invoice Options

Invoice Templates

Client portal benefits

Workflow

This creates an efficient workflow so your customers can get exactly what they need, when they need it and without having to reach out to you.

Security

All customer facing pages are secured and encrypted which means your customers won’t have to create accounts, remember passwords or constantly ask you for logins.

Payments

Your clients can process payments directly on their client page with the following processors.

Stripe; since and recurring setup
PayPal

Branding

Your customer invoice page will contain the following branding:

Your company logo
Your company colors

F.A.Q.

Client Portal FAQ

What if I change an existing invoice, will it update?

As soon as you make an update on an invoice or estimate, the customer view will change immediately. This includes any change you make on the invoice or estimate.

Will I be notified of customer actions on this page?

Absolutely, you’ll know if a customer sees an invoice, downloads it, approves or declines estimates, and much more. Check out how to manage your invoice notifications.

Can customers see all their invoices here?

Yes! Your customers are able to see all of their invoicing, estimates, and payment history here.

Can I only send a link without sending and invoice?

Yes, you can send a link to their client portal without having to send an invoice.

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