Customer Portal - BizBooks Pro | Online Invoice & Payment Access

Self-Service for Your Customers

Stop fielding calls about invoice status. The Customer Portal gives your customers a professional, branded space to manage their account with you. They can view invoices, check their balance, download statements, and pay online - all without picking up the phone.

You control what they see. Share invoice history, payment records, and account statements while keeping your internal notes and costs private.

Invoice Access

Customers view all their invoices in one place. Open, paid, and overdue - organized and easy to find.

Online Payments

Accept credit card and ACH payments directly through the portal. Powered by Stripe for secure, instant processing.

Statement Downloads

Customers download their own statements anytime. No more emailing PDFs back and forth.

Payment History

Complete record of all payments made. Great for customers who need receipts for their own records.

How It Works

Invite Customers: Send a secure invitation link from the customer record
They Create an Account: Simple signup with email verification
Instant Access: Customers immediately see their invoices and balance
Pay Online: Click to pay any open invoice with card or bank transfer
Automatic Sync: Payments recorded in BizBooks Pro automatically

Your Brand, Their Experience

The portal carries your company name and logo. Customers see a professional interface that looks like an extension of your business - because it is.

Custom logo and company name
Your contact information displayed
Professional invoice templates
Secure HTTPS connection

Customer Portal Coming Soon