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Customer Portal
Customers see, download and pay themselves.
Passwordless login, every document in one place, one-click PDF download and MobilePay payment straight on the invoice — the customer portal takes follow-up and payment admin off your plate.
- Passwordless login via magic link or 6-digit one-time code
- Quotes, orders, invoices and credit notes grouped per customer
- MobilePay payment directly on outstanding invoices
- Direct portal links from admin — customer lands on the right document
Self-service without accounts, passwords or delays
The customer signs in with their email. The system sends a magic link and a 6-digit code — both valid for 10 minutes, each usable once, and rate-limited. Once inside, they see a date-sorted list of every quote, order, invoice and credit note that belongs to them.
Outstanding invoices show a MobilePay button right on the document. The customer confirms amount and phone number, approves in the app — and the system marks the invoice as paid automatically. No account creation, no manual reconciliation, no chasing customers for documents they already have.
No account or password — the customer signs in with email
Complete document overview with PDF download
Automatic invoice settlement when MobilePay payment clears
Secure access — customers only ever see their own documents
Real-time payment status updates
Integrated with the flow builder for automations
Passwordless login
Secure, simple and friction-free.
Magic link via email
One click on the link in the email signs the customer in — no password to type.
6-digit one-time code as fallback
If the customer prefers to paste the code manually, it ships in the same email.
10-minute validity
Both link and code expire after 10 minutes and can only be used once.
Rate limiting built in
The login system is protected against abuse out of the box.
Document overview and detail
The customer sees everything that belongs to them — date-sorted, colour-coded and searchable.
One list of every document
Quotes, orders, invoices and credit notes in one paginated, date-sorted view.
Colour-coded type badges
Each document carries a clear type marker so status is visible at a glance.
Both customer and bill-to
If the customer is the recipient and the bill-to, both are shown.
Full detail view
Every line, price, discount and total — including vehicle data and customer/dealer info.
Clear VAT and totals
Gross, discount, net, VAT and total incl. VAT are all shown plainly.
PDF download
One click = PDF
The customer can download a PDF copy of any document straight from the portal at any time.
Identical to the admin PDF
Layout and content match exactly the document you work with — no version drift.
Payment via MobilePay
Outstanding invoices are paid straight from the portal — no detour outside the system.
Pay button on the invoice
If the invoice has an open balance, a MobilePay button is shown on the document.
Confirm amount and number
The customer confirms the amount and phone number, then the system sends a payment request to the MobilePay app.
Real-time status
The portal shows whether the payment is complete, pending or failed — without a manual refresh.
Automatic invoice settlement
When the payment clears, the invoice is marked as paid and the customer balance updates instantly.
Direct portal links from admin
Send a link to a specific document
Staff can send a direct link to a specific quote, order or invoice in one click.
Customer lands in the right place
The link opens straight on the relevant document — no navigation, no confusion.
General login link
Send a general login link from the customer card if the customer just needs the overview.
Automation via flows
Every customer action in the portal can trigger a flow.
When a customer signs in
Trigger automations from the login event.
When a document opens or a PDF downloads
Track exactly which documents the customer has viewed and downloaded.
When the payment page opens
Send an SMS reminder if the customer opens the payment page but does not complete it.
When admin shares a portal link
Log or follow up every time staff share a portal link.
Security
Only their own documents
Customers only see their own documents — there is no way to guess other customers' links.
Separate session scope
Customer sessions are isolated from staff logins.
Cryptographically protected links
Document links are signed and cannot be tampered with.