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Client Portal

Each client has access to a personalized portal where they can view their invoices, quotes, and payment status. No account or password creation is required.

Portal Access​

For the Client​

Frihet generates a secure link for each invoice:

https://app.frihet.io/pay/{userId}/{invoiceId}/{token}

The client clicks and accesses directly without logging in. The link is automatically included in invoice emails with a "View and Pay Invoice" button.

No Account Required​

No need to:

  • Create user
  • Remember password
  • Configure 2FA

The link is unique per invoice and identified by an HMAC-SHA256 token. Each user+invoice combination generates a deterministic token, without database storage.

What the Client Sees in the Portal​

Upon opening the link, the client sees a page with your branding (logo and brand color):

  • Your company's logo or initial with your brand color
  • Your business name
  • Invoice number

Invoice Details​

  • Highlighted total amount
  • Due date
  • Issue date
  • Client name
  • Line item table: description, quantity, unit price, amount
  • Breakdown: subtotal, VAT, IRPF (if applicable), total

Status​

  • Green banner if already paid
  • Red banner if overdue

Notes​

If the invoice includes notes, they are shown at the end.

Payment Button​

While the invoice is unpaid and your Stripe Connect account is able to receive payments, a "Pay [amount]" button appears, which redirects to the Stripe checkout. The payment is processed, and the invoice is automatically marked as paid.

Features by Plan​

Free Plan​

  • View invoices: ✅
  • Download PDF: ✅
  • View quotes: ✅
  • Direct message: ❌
  • Accept quote: ❌

Pro Plan​

  • All Free Plan features +
  • Accept quotes: ✅
  • Send message: ✅ (received in your email)
  • History: ✅

Premium Plan​

  • All Pro Plan features +
  • Custom branded portal (your logo, colors)
  • Project status (if using Projects module)
  • Download consolidated statement
  • Portal integration: accept quote → automatic invoice

Portal Customization​

In Pro and Premium Plans​

Customize the client experience:

  1. Go to Settings > Client Portal
  2. Upload logo (JPG, PNG, max 2MB)
  3. Choose primary color (your brand)
  4. Write welcome message
  5. Configure portal language

Example:

Logo:         Your company logo
Color:        #0066cc
Welcome:   "Secure access to your invoices and documents"
Language:       Spanish / English (automatic based on browser)

Automatic Language​

If a client accesses from an English browser, the portal automatically displays in English (if you enabled multi-language in the Premium plan).

Security​

Authentication​

  • Unique HMAC-SHA256 token per invoice (deterministic, no DB storage)
  • Timing-safe comparison to prevent timing attacks
  • HTTPS mandatory
  • Security headers: X-Frame-Options: DENY, X-Content-Type-Options: nosniff

Privacy​

The client only sees:

  • The specific invoice from the link
  • Secure data (no internal IDs or sensitive data are exposed)

Cannot access:

  • Other invoices
  • Data from other clients
  • Expense information
  • Your account settings

Access Revocation​

If you delete a client:

  1. Their portal links are immediately invalidated
  2. Cannot access anything
  3. Data is kept for audit (logical deletion, not physical)

Sending Invoices​

Automatic​

When you create an invoice, Frihet asks:

¿Send by email to client?
✓ Yes, with link to the portal
○ No, just save

Manual​

To resend an invoice:

  1. Open invoice in Frihet
  2. Click Send
  3. An email is sent with:
    • PDF file attached
    • Link to the portal
    • Due date
    • Payment details if configured

Email Template​

Default:

Subject: Your invoice INV-2026-001 is ready

Hello,

Attached is your invoice from February 5 for 1,250 EUR.

Due: March 7, 2026
Payment term: 30 days

View in portal: [link]
Download PDF: [direct download link]

[Your contact details]

In the Premium plan, customize the template and signature.

Client Notifications​

Frihet can automatically send:

  • Invoice issued: Email when you create a new invoice
  • Payment reminder: Email 3 days before due date (configurable)
  • Payment received: Confirmation email when marked as paid
  • Quote expired: Notification if a quote expires without being accepted

Configure in Settings > Client Notifications.

Support and Questions​

If a client has questions via the portal:

In Pro/Premium Plans​

A "Send message" field appears for the client. The message reaches your email:

From: Acme Corp
Message: "Can I change the shipping address on the invoice?"

You reply via normal email (or from Frihet).

In Free Plan​

Client cannot send direct message (incentive for upgrade).

Usage Metrics​

In Reports > Client Portal:

  • Active clients (who accessed in the last month)
  • Documents downloaded
  • Messages sent
  • Average view time

Useful for knowing if a client reads your invoices or needs a reminder.

Common Problem: Client Cannot Access​

If a client saves a link and uses it 6 months later:

  • If the client is still in your database: normal access (token valid indefinitely)
  • If you deleted the client: access blocked

Solution: Resend invoice (generates a new valid link).

Email Spam​

Frihet email goes to spam. Solutions:

  1. Client adds noreply@frihet.io to contacts
  2. In the Premium plan, use your own domain (SPF/DKIM configured)
  3. Resend from Frihet (not client forwards)

Related: Client detail · Payment link · Custom portal domain

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