Customer portal links let a customer view a payable invoice from your site experience. Use them after the invoice is sent, and preview the page before sharing it broadly.

What this guide helps you do

• Know when an invoice portal link is available.
• Copy or open the portal link from the document drawer.
• Keep admin-only identifiers and private notes out of customer communication.

Before you start

• The invoice must be sent or otherwise customer-facing.
• The portal route should be configured for the site.
• The customer-facing invoice details should be reviewed.

Do it manually

1. Open Money and find the invoice.
2. Open the invoice drawer.
3. Use Open portal to preview the customer page in a new tab.
4. Use Copy portal link when you need to paste the link into an email, message, or task.
5. Check the portal page for amount, due date, balance, and payment state.
6. Share the link only in the correct customer conversation or approved message.

Ask Faster AI

• Find the portal link for this sent invoice and draft a short message I can review before sending.
• Check whether this invoice has a customer portal link and explain why it might be unavailable.
• Prepare a payment follow-up task with the portal link, but do not send an email.

Review before saving, sending, paying, or refunding

• Preview the portal link before sending it to a customer.
• Never paste internal admin URLs, IDs, or private notes into customer messages.
• Confirm the link belongs to the correct customer and invoice.

Common issues and fixes

• If the portal link is unavailable, check whether the invoice has been sent.
• If the portal page shows stale status, refresh Money and reopen the link.
• If a customer cannot open the link, verify the site route and send a fresh copied link.

Faster Money overview

For how portal links fit into the broader invoice and payout flow, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Refunds and credit policy

For why a corrected balance or credit should be customer-verifiable before the message arrives, read the refunds and credits article. Refunds, Credit Notes, and Adjustments Without the Awkwardness.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of copy and open customer portal links with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Send an invoice
• Track invoice status
• Copy and open customer portal links