Client Portal
What Can Clients Do in the Client Portal?
An overview of what clients can access and do in your Portal Genie Client Portal — from invoices and documents to payments and the Notice Board.
Last reviewed 14 August 2026
What Can Clients Do in the Client Portal?
Your Client Portal gives clients a secure, branded destination for everyday account tasks — reducing phone calls, emails and resend requests.
Here is what clients can typically access and do.
Accounting documents
When your accounting software is connected, clients can view and download:
- Invoices
- Statements
- Quotes
- Credit notes
Documents appear in organised folders so clients can find what they need quickly. See Organising Client Documents with Folders.
Custom and uploaded documents
Your team can upload additional documents for clients to access — such as contracts, reports or supporting files. On Pro, clients can also upload documents to folders you permit.
Learn more in Sharing Documents Securely with Clients and Client Document Uploads.
Pay Now — online invoice payments
Clients can select invoices and pay through Pay Now when you have connected a supported payment provider such as Stripe or Peach Payments.
See Let Clients Pay Invoices Through the Client Portal.
Notice Board
Your Notice Board is a display space within the portal for announcements, promotions, seasonal reminders and important messages.
Read more in Using the Notice Board.
Document notes (Pro)
On Pro, clients and your team can exchange document notes — messages attached to specific documents that keep conversations in context.
See Document Notes and Client Communication.
Document statuses and tags
You can label documents with custom statuses so clients understand where things stand — for example, "Awaiting approval" or "Action required".
Desktop and mobile experience
The Client Portal is designed to work on desktop and mobile devices. Clients can access documents, make payments and read your Notice Board from the device that suits them.
Customisation
Your portal reflects your business branding — logo, colours, welcome messaging and folder structure. Pro adds further options such as your own portal domain and removal of Portal Genie branding.
Explore Customising Your Client Portal and Brand the Client Portal as Your Own.
Compare plan features in Portal Genie Core vs Pro or Book a demo.
Related articles
Client Portal
Customising Your Client Portal
Customise your Client Portal with your logo, brand colours, folders, document statuses and Notice Board to deliver a professional, on-brand client experience.
Client Portal
Using the Notice Board
The Notice Board is your Client Portal display space for customer announcements, promotions and important messages — with engagement tracking.
Payments
Let Clients Pay Invoices Through the Client Portal
Clients select invoices and pay through Pay Now in your Client Portal when you connect a supported payment provider such as Stripe or Peach Payments.
Related pages
Need more help?
Book a demo to see The Portal Genie in action, or contact our sales team with your questions.