| --- |
| title: Customer Portal |
| description: Give your customers a self-service portal to view invoices and make payments. |
| section: customers |
| order: 2 |
| --- |
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| The customer portal gives your customers a dedicated page to view their invoices, make payments, and access their history. |
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| ## How it works |
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| Each customer can access their portal via a unique link: |
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| 1. They see all their invoices in one place |
| 2. They can pay outstanding invoices |
| 3. They can download past invoices as PDF |
|
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| ## Enable the customer portal |
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| The portal is available automatically for customers with invoices. |
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| ### Share the portal link |
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| 1. Go to [Customers](https://app.midday.ai/customers) |
| 2. Select a customer |
| 3. Copy their portal link |
| 4. Share it with them |
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| ### Include in invoices |
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| Portal links are included in invoice emails automatically. |
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| ## What customers see |
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| ### Invoice list |
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| All invoices for this customer: |
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| - Invoice number and date |
| - Amount and status |
| - Pay button for unpaid invoices |
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| ### Invoice details |
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| Click any invoice to see: |
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| - Full invoice with line items |
| - Payment status |
| - Download as PDF |
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| ### Payment |
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| For unpaid invoices (when online payments are enabled): |
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| - Click Pay |
| - Enter card details via Stripe |
| - Receive confirmation |
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| ## Customization |
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| The portal uses your branding: |
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| - Your logo |
| - Your business name |
| - Colors match your invoice settings |
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| ## Security |
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| - Each portal link is unique and private |
| - Customers only see their own invoices |
| - Links can be regenerated if needed |
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| ## Tips |
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| - Include the portal link in your email signature |
| - Mention it when onboarding new clients |
| - Great for clients who need to access past invoices for their records |
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