Customer Portal

The customer portal lets your clients view and pay invoices online through a secure, branded interface.

How it works

When you send an invoice, a unique payment link is generated. When your customer clicks this link, they're taken to the customer portal where they can:

1. View the invoice — See all details, line items, and totals
2. Download the PDF — Get a copy of the invoice
3. Pay online — Complete payment through the portal
4. Confirm payment — Acknowledge a bank transfer

Portal features

Invoice view

The portal shows a clean, branded view of the invoice including:

• Your company logo and branding
• Invoice number and date
• Line items with descriptions and amounts
• VAT breakdown
• Total amount due
• Due date

Payment

Customers can pay directly through the portal. When payment is confirmed, the invoice status in your dashboard automatically updates to Paid.

Branding

The customer portal uses your company branding:

• Company logo
• Accent color
• Company information

This creates a professional, consistent experience for your customers.

Access security

Each portal link is:

• Unique — Generated per invoice
• Token-based — Secured with a unique access token
• Invoice-specific — Only shows the specific invoice

Customers don't need a MyCompanyDesk account to view and pay invoices.

Customer event tracking

MyCompanyDesk tracks customer interactions with the portal:

• When the customer opens the invoice
• When they download the PDF
• When they initiate payment
• When payment is confirmed

This helps you understand customer engagement and follow up effectively.

Tips

• Include a personal note in your invoice email to encourage portal use
• The portal works on all devices — mobile, tablet, and desktop
• Payment confirmations are sent to both you and the customer
• Check the customer event history on the invoice detail page to see portal interactions