It takes two to tango – and that’s true for invoicing too! The more open your communication with customers, the better your relationship with them will be. But it’s not just a matter of providing information. It’s about empowering customers with instant access to their invoices, the ability to pay you securely online, and everything else they need to connect with you smoothly and easily.
The answer? Invoice Ninja’s client-side portal. Here, your clients receive and approve quotes, receive and view invoices, pay invoices, and receive and view payment receipts. They can also download and print quotes and invoices, and more.
The client portal gives your customers all the access they need, but the password protect feature, available only to Pro Plan users, ensures they have the complete Invoice Ninja experience without compromising on the privacy of their invoicing information.
To create a password for the client portal, first you’ll need to make sure the portal is enabled. Go to Advanced Settings > Client Portal. Check Enable portal. Now you can go ahead and enhance security by making the portal password protected. On the Client Portal page, check the box next to Password protect invoices. Then, you’ll need to set a unique password for your clients. To do that, go to the Client / Edit page for each of your customers, and assign a password in the Password field, which is located beneath the Phone field in the Contacts section. (You can assign a different password for each contact person for the same Client.)
Want to assign passwords but don’t need the hassle of creating them? Just check Generate password automatically, and the Invoice Ninja system will create the passwords and send them out for you.
So, next time you’re wondering how you can better protect your customers’ invoicing activity, don’t hesitate. Password protect the Invoice Ninja client-side portal and start enjoying a higher level of security, right away.