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Share Invoices and Statements with Clients
Sharing invoices and statements with clients should be simple, secure, and easy to access.
Instead of sending attachments through email that can get lost or overlooked, a client portal allows businesses to provide clients with a central place to view and download their financial documents anytime. For companies using Xero, QuickBooks, or Sage, a client portal makes it easy to keep invoices and statements organized and accessible in one secure location.
Clients can log in whenever they need to review outstanding invoices, check their account statements, or download copies for their records, reducing the need for repeated email requests and improving overall client communication.
Secure Document Sharing
Secure document sharing is essential for businesses that regularly exchange sensitive information with their clients. Sending documents through email can create risks, including lost attachments, version confusion, and potential security issues.
A client portal provides a safer alternative by allowing businesses to upload and organize documents in a protected environment where only authorized clients can access them.
For companies using Xero, QuickBooks, or Sage, secure document sharing ensures that invoices, financial reports, contracts, and other important files are stored in one centralized location. Clients can log in at any time to view or download documents, helping businesses streamline communication while maintaining privacy and security.
How Portal Genie Works with Xero
The Portal Genie connects directly with Xero to give your clients a simple, secure place to access their financial documents.
​1. Connect Xero: Link your Xero account in seconds.
2. Invoices Sync Automatically: Invoices, quotes, statements and credit notes are synced into client folders.
3. Brand your portal to look your own: Apply your custom colours, logos and branding.
4. Clients Access Their Portal: Clients log in anytime to view documents and payment information.
5. Add Additional Files: Upload contracts, reports or other files to the same client portal.
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