125,000+ american pros trust Invoice Fly
Your client list at your fingertips
Manage your client’s details effortlessly with our client portal
Create new clients in just a few seconds, making the invoicing process easier by selecting pre-created clients when you need to invoice from the job site.
Control the status of every invoice, approve estimates and quotes, and make them feel they are your #1 customer.
Why do small businesses & contractors
trust Invoice Fly’s client portal?
How does Invoice Fly’s online client portal work?
Manage your client details online, from your office or the job site.
Create a profile for each one of your clients. Add the name, company name (optional), phone number, email address, location address, ID number, custom tag and a rating.
Invoice Fly will generate a quick preview of the main info, and the status of all estimates and invoices related to the client.
Quickly check the status of estimates and invoices for every client.
Know the status of every client at a glance. Each client profile shows the number of estimates and invoices related to every client.
Quickly learn which estimates or invoices are sent, paid, or overdue.
Download a statement for each client in one click.
Need to see the big picture for a particular client to check revenue growth? We got you!
With Invoice Fly you can quickly download a client’s statement and export your data to PDF allowing you to control every detail of your business.
Create new invoices straight from the client's profile.
Invoice Fly makes it simple to collect deposits online—right from your estimate.
Give clients a seamless way to pay, reduce no-shows, and secure your time and materials before the work begins. Fast, reliable, and fully integrated.
How do small businesses & blue collar workers benefit from Invoice Fly’s client portal?
Contractors, blue collar pros, freelancers and small businesses feel more secure and productive when using Invoice Fly’s client portal. It has never been easier to keep track of paid invoices and approved estimates, all at your fingertips.
5h+
saved every week
by keeping client’s records in one accessible place.
35%
speed increase when
sending invoices from the job site, or office.
3x
payments collected
by knowing the status of every invoice & estimate.
Customized solutions for 50+ industries
Do more with the right set of tools
Send professional, polished invoices that make a great impression. Easily customize each one with your branding, payment terms, and itemized details. With built-in online payments and clear layouts, you’ll get paid faster—no chasing, no confusion.
Invoicing Software
Win more jobs by sending professional-looking estimates. Get them approved and kickstart new projects.
Online Payments
Collect online payments with Credit Card or PayPal, Stripe, Apple Pay, American Express, Visa, MasterCard, and more.
Estimates App
Win more jobs by sending professional-looking estimates. Get them approved and kickstart new projects.
What is an online client portal?
An online client portal is a secure mobile app or web‑based platform where you can add and store your customer information, track the status of invoices and estimates or quotes (including whether they’ve been viewed or paid), retrieve customer statements for specific time periods, and communicate. All in one centralized, password‑protected environment.
Instead of managing files and messages across scattered email threads, you simply log in to a branded dashboard to:
- Store documents: Upload contracts, invoices, proposals, and project deliverables with version control and granular permission settings.
- Automate reminders: Configure approval sequences, send automatic reminders for overdue quotes or invoices, and trigger notifications when payments are overdue.
- 24/7 mobile access: View the status of an invoice, estimate, or quote at any time. Review payments, check total revenue, edit information live, and download statements as PDFs for deeper analysis.
FAQs about our online client portal
A client portal is a secure, web‑based hub where businesses centralize all client interactions—contact details, invoices, estimates, and statements—behind a branded, password‑protected interface.
Instead of juggling emails and disparate tools, you log in to upload documents, track payment status, approve quotes, and communicate in real time, all with cloud storage and granular permission settings.
Yes. Our client portal is a fully legitimate, industry‑standard solution used by thousands of small businesses, contractors, and SMEs to manage sensitive client data securely. Invoice Fly’s Client Portal leverages SSL/TLS encryption, cloud hosting, and role‑based access controls to protect information both in transit and at rest, ensuring compliance with data‑security best practices.
A CRM (Customer Relationship Management) system focuses on the internal management of leads, contacts, sales pipelines, and automated marketing workflows.
On the other hand, a customer portal is a client‑facing platform that takes over once a prospect is onboarded—providing secure document sharing, project updates, messaging, and task tracking in one place. Think of your CRM as the front‑desk clerk capturing new business, while the customer portal acts as the concierge guiding clients through project delivery.
Client portals are often referred to interchangeably as customer portals, client dashboards, or customer self‑service portals. In e‑commerce contexts you might also see “portal” labeled as a vendor portal or partner portal, but they all serve the same purpose: giving stakeholders a centralized, secure entry point to access relevant files, updates, and collaboration tools.
Implementing a client portal improves your workflows by consolidating all client touchpoints—documents, invoices, estimates, and statements—into a single platform. This reduces administrative overhead (saving up to 8+ hours per week), eliminates lost emails, and accelerates approvals with automated reminders. Moreover, offering 24/7 mobile access and a branded experience enhances client satisfaction and positions your business as professional and trustworthy.
Free Resources
Resources to run your business smoothly and efficiently.
Academy
Expert how to’s & step-by-step guides, and industry knowledge for busy contractors.
Free Templates
Explore free templates and create estimates, quotes, invoices, bills and receipts.
Free Generators
Generate free Estimates, Quotes, Invoices, Bills, Receipts, and Proformas online.
Free Calculators
Use our free calculators: Service Price, Profit Margin, Net Salary, VAT, Break-Even…
