The client portal and statements of account
One branded link shows your client their balance, open invoices with pay actions, estimates to accept, payment history and a statement download — plus how to run a per-client statement with running balance and ageing.
The client portal is one link your client keeps forever: everything they owe you, everything they've paid, and everything waiting for their yes — branded with your business name, logo and accent colour. No client login or password to manage; the link itself is the key.
Share the portal
Open any client and use the Share portal action — copy the link or send it over WhatsApp in one tap. The link is a private magic link unique to that client, so treat it like the client's own key. Every reminder email Finocket sends also carries the portal link, so clients always have a way back to it.
What your client sees
- Balance hero — the total they currently owe you, front and centre.
- Open invoices with pay actions — each open invoice (or its next open installment, if it carries a payment schedule) with a way to pay it.
- Estimates to accept — anything waiting for a yes, accepted right there with a typed-name acceptance recorded with a timestamp.
- Payment history — every payment they've made, so “did that transfer go through?” stops being an email thread.
- Statement download — their statement of account as a CSV.
Statements of account
On your side, run a statement of account for any client from Reports: opening balance for the period, every invoice and payment as a debit/credit line with a running balance, and ageing buckets showing how old the unpaid amounts are. Print it or download the CSV — it's the document a client's accounts team asks for before releasing a payment, ready in one tap.
Related: Estimates & deposits, Getting paid faster, Day Book & Outstanding.
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Clients, projects and invoices
Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.
Estimates, deposits and payment schedules
Send an EST-numbered estimate with a hosted accept link — your client accepts with a typed name recorded with a timestamp — convert it to an invoice in one tap, and collect through a deposit or milestone schedule that chases itself.
Getting paid faster
Reminder sequences on offsets you control with escalating tone, automatic late fees after a grace period, one-tap WhatsApp nudges, the net-7 terms nudge, and UPI Autopay on retainers (early access).