Using the Client Portal

Using the Client Portal allows your customers to manage all invoices and make payments conveniently in one place.

Using the Client Portal:

• Click on Sales in the Navigation Menu to reveal a drop-down.
• Select Customers.
• From the Customers dashboard, click on New Customer.
• Enter the required customer details
• Tick the Can log-in checkbox to grant customer Client Portal Access.
• Then, Save.

Make sure the customer has an email address. They will receive an invitation link via email that allows them to access and manage their payments and invoices.

Granting Client Portal Access to a User from Roles

You can also grant a user Client Portal permission from the Roles page.

• From the Akaunting UI, Click on the Profile icon on the Sidebar.
• On the expanded Navigation panel, go to Roles. The default roles are Accounting, Customer, Manager, and Employee.
• Click New Role.
• Enter a Name and Description for the Role.
• Click to expand the Special Access section.
• Tick the Client Portal checkbox.

• Then, Save.

Note that a User can’t have access to both the Client Portal and Admin Panel. Both features have different functions and are managed separately. You should create different Users for Admin Panel access and Client Portal access, respectively.

Also, a User with Client Portal access can’t access other Features/Pages on your Akaunting profile.