How to use the customer portal in JobSheet
What the customer portal is
The customer portal is the read-only customer link for a specific invoice or quote. Customers open it in a browser without a JobSheet login. A later hub that lists all documents for one customer email is not available yet.
Open a document as a customer
- You copy or email the customer link from the invoice or quote detail screen.
- The customer opens the link on phone or desktop.
- They see the same Classic, Detailed, or Branded layout as Workspace → Templates (line items, From / Bill to, totals, bank details when enabled).
- On invoices, they can use Download PDF and Pay now by card when Stripe Connect is ready.
Pay from the portal
When Stripe Connect is active, the page shows Pay now by card for open sent invoices (Stripe Checkout).
Tips
- Do not share links to void invoices.
- Customer links last a year. Emailing the invoice or quote again, or a due reminder, sends a fresh link when the old one is close to expiring.
- For multiple documents, send separate links or use Email to customer for each invoice.
- Copying the link again or re-sending Email to customer keeps the same working link when JobSheet already issued one for that document.