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Documentation ยท Invoice

How To Manage Invoice Customer Portal Settings

What this does

This guide explains the Customer Portal settings page in Invoice.

Use it to enable portal access and share the company-scoped portal link for invoice customers.

This page controls the billing-side portal experience, but it still depends on the shared portal host and domain setup in the Admin App. Some companies will also want that experience to stay aligned with the customer portal behavior used in Booking.

Before you start

  • Portal host and custom URL management connect back to the central Admin App domain tools.
  • Public invoice links can still be sent directly from invoice emails even when portal login behavior is being reviewed here.

Steps

  1. Open Invoice.
  2. Go to Settings > Customer Portal.
  3. Review the Portal access section.
  4. Turn Enable portal on or off as needed.
  5. Review the Customer portal link section.
  6. Use Set Custom URL if you need to manage the customer-facing host.
  7. Use Copy link or Open portal to test the live customer path.
  8. Click Save Portal Settings.

Why this matters across the suite

This is one of the main customer-facing entry points for billing.

If the portal access rules or host setup are wrong here, customers can receive billing communication that does not line up with the actual path they are expected to use.

Common mistakes

  • Assuming the portal link and direct public invoice links are the same thing.
  • Looking for domain management only inside Invoice when the broader domain tooling lives in the Admin App.

What to do next

After saving, test the portal as a customer and confirm the correct host and login path are being used.

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