Client Portal
Stop the back-and-forth email asking for old invoices. Clients log in to a branded portal where they can view every invoice and quote, download PDF receipts, see payment history, and accept or decline quotes — all on their own time.
When to use it
- Your clients repeatedly ask "can you resend last month's invoice?"
- You send quotes that need accept/decline tracking
- You want a professional, branded experience instead of bare WordPress login
- You handle multiple invoices per client and a single threaded inbox makes it hard for them to find what they need
Enabling
- Open Easy Invoice → Addons
- Find Client Portal
- Click Activate
The portal pages become available on your frontend immediately. The addon registers three template routes:
/easy-invoice-portal/login/— client login screen/easy-invoice-portal/invoice/{id}/— single invoice view (auth required)/easy-invoice-portal/receipt/{id}/— single receipt view (auth required)
You can override the slugs from Easy Invoice → Settings (Client Portal section).
What clients can do
- View all their invoices — paid, partially paid, overdue, draft
- Download PDF of any document
- See payment history with timestamps and amounts
- Accept or decline quotes with one click (quotes are auto-converted to invoices on accept)
- Make a payment through any configured gateway
- Update their own profile (name, email, address) — no admin intervention needed
- Export their personal data — when Privacy & GDPR Tools is also active
- Delete their account — when Privacy & GDPR Tools is also active
The last two buttons require the Privacy & GDPR Tools addon to be enabled. With Client Portal alone, those buttons are hidden — the canonical GDPR addon owns those data-subject features so there's a single source of truth.
Shortcodes
The addon registers shortcodes you can drop into any page:
| Shortcode | What it renders |
|---|---|
[easy_invoice_profile] | Logged-in client dashboard (invoices, quotes, profile, account actions) |
[easy_invoice_url] | Signed URL to the current invoice — pairs with Secure Links |
[easy_quote_url] | Signed URL to the current quote — pairs with Secure Links |
This lets you embed the portal anywhere — a dedicated page, a sidebar, a popup — and style it with your theme.
Gutenberg block: Easy Invoice Account
For sites that build pages with the WordPress block editor, the addon also registers a native block:
- Block name: Easy Invoice Account
- Category: Easy Invoice (pinned to the top of the inserter)
- What it does: Wraps the
[easy_invoice_profile]shortcode so you can drop the portal into any page without hand-typing a shortcode. - Block sidebar settings:
- Redirect URL after login (optional) — where to send the user after they sign in from this block
- Alignment — Wide / Full width
- Spacing — margin and padding controls
- Editor preview: uses WordPress's
ServerSideRenderso the editor preview matches the front-end exactly. Styles are enqueued on the block-editor screen automatically — no extra setup. - When to use the block vs. the shortcode: Block — content built with Gutenberg or Site Editor. Shortcode — page builders, custom templates, classic editor.
Branding
The portal templates inherit your theme's typography and colors. To go further, the PDF Toolkit addon lets you brand the PDFs clients download, and White-Label (Agency tier) lets you rebrand the whole experience as your own product.
Settings location
Client Portal settings appear under Easy Invoice → Settings → Client Portal. The Privacy & GDPR tab (separate from this section) is where the Privacy & GDPR Tools addon contributes its own settings — including the two self-service toggles (Allow Self-Service Data Export, Allow Self-Service Account Deletion) that affect what the portal's account screen shows.
If you enable Client Portal but not the Privacy & GDPR Tools addon, an admin notice points this out: the portal works fine without it, but the data-export / delete-account features stay hidden until you turn the GDPR addon on too.
See also
- Privacy & GDPR Tools — required for the portal's data-export and delete-account buttons
- Secure Links for Invoices & Quotes — for unguessable invoice / quote URLs used by the portal
- Email Enhancements — for branded login & receipt emails
- White-Label (Agency) — to rebrand the portal completely