Client Portal
Give clients a private link to view their invoices, quotes, and statement.
4 articles
What is the client portal?
The client portal gives each client a unique, private link where they can view all their invoices, quotes, and account statement in one place, no login required.
Sharing the portal link with a client
Find your client portal link on the client detail page and share it via email, WhatsApp, or any channel you prefer.
Setting a password on the client portal
Add an optional password to a client portal for extra security. Generate a password in Rebill, then share it with your client alongside the portal link.
What your clients see in the portal
A walkthrough of the client-facing portal: the invoices list, quotes with accept/decline, and the account statement.
More topics
Getting Started
Create your account, learn the dashboard, and understand your plan.
4 articles
Invoices
Create, send, and manage invoices and track payments.
7 articles
Quotes
Send quotes to clients and convert accepted quotes to invoices.
4 articles
Recurring Invoices
Automatically invoice repeat clients on a schedule. Premium feature.
3 articles
Clients
Add and manage your clients, view statements, and track balances.
4 articles
Items
Build a catalog of products and services to speed up invoice creation.
2 articles
Reports
Analyse your revenue, outstanding invoices, and client performance.
5 articles
Settings
Set up your business info, invoice templates, and payment gateways.
15 articles
Users & Team
Invite team members and manage who has access to your account.
2 articles
Expense Tracking
Log business expenses, attach receipts, and see your profit & loss.
4 articles
Bank Import
Import CSV bank statements, match payments to invoices, and categorise expenses.
5 articles
API Reference
Integrate with Rebill programmatically using the REST API.
10 articles
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