Client Portal
Client Portal
Letting clients view and approve documents without an account.
The client portal lets your client — not an organisation user, just the person or company you bill — view their invoices and estimates, approve or reject estimates, and (if a project is set up for it) approve or reject timesheets before they're invoiced — all without creating a Springtrack account.
- Sharing and approving — how access works and what a client can do.
The client portal is on every plan. On Pro and above, clients can also pay an invoice by card from it — see Getting paid online.