Copy and open customer portal links

Portal links let customers review and pay their invoice or quote from the public site.

What this feature is for

• Portal links let customers review and pay their invoice or quote from the public site.

When to use it

• A customer asks for the payment link again.
• You want to preview exactly what the customer sees.

Do it manually

1. Open Money.
2. Find the document.
3. Use Copy portal link or Open portal.
4. Preview the customer-facing page before sending manually.
5. Send the link through an approved customer communication channel.

Ask Faster AI

Find the portal link for [invoice or quote]. Check that it opens correctly and draft a short message I can send to the customer.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of copy and open customer portal links.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Track invoice status
• Compose customer email from a record