( Client portal )
A private client portal
and a sign-up form for new clients
Give every client one link that shows all the invoices and quotes you’ve sent them, and let new clients fill in their own details so you never retype an address again.
The client portal
“Can you resend that invoice?” disappears when clients can look it up themselves. Each client gets a private link to a page with your business name and logo, a list of their invoices and quotes, what’s still outstanding, and a download button for each document.
( 01 )
All their documents
Invoices and quotes in one place, filterable by type.
( 02 )
Outstanding at a glance
Clients see what they still owe and when it’s due.
( 03 )
Download any document
Each document can be downloaded and printed or saved as a PDF.
( 04 )
Pay from the portal
If you’ve connected PayFast or Yoco, unpaid invoices show a Pay Now button.
( 05 )
Mobile-friendly
The portal works on any phone or computer — your client doesn’t need an app or an account.
( 06 )
Private by design
Every portal link is a long random code unique to that client. You can replace it with a new one any time.
The client sign-up form
Turn on your intake form and share the link — on WhatsApp, by email or on your website. New clients enter their name, contact details, company, address and VAT number themselves, and they appear in your client list ready to invoice. You can add a welcome message, switch the form off, or generate a new link whenever you like.
( FAQ’s )
Got questions?
We’ve got answers
Can clients see other clients’ documents?
No. A portal only shows documents for the one client it belongs to.
What if I share a portal link by mistake?
Generate a new link for that client in HeyBill and the old link stops working.
Can I stop accepting new sign-ups?
Yes. Switch the intake form off in Settings at any time.
( Keep exploring )
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get paid faster?
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