Stop resending invoice PDFs.
Add a branded invoice portal — without replacing your current system.
Built for B2B suppliers on on-prem, industry specific, or custom systems with no customer portal. Upload invoice headers + the PDFs you already send (or sync via API). Customers self-serve 24/7, with everything clearly labeled “as of last sync”.
From your existing system to a live portal in three steps
Keep your existing invoicing or accounting system. Just export data and PDFs on a schedule or push via API. Everything customers see is labeled "as of last sync."
Set up your branded portal
Upload your logo, pick your brand colours, and choose a clean URL like invoiceportalx.com/yourbusiness.
Each customer gets their own secure login, scoped only to their invoices.
Load invoices + PDFs
Export invoice headers + PDFs from your current system and upload them. InvoicePortalX saves that mapping so future uploads in the same format are automatic, including incremental updates. Review matches before publishing.
When you're ready, you can also use the JSON API to push new and updated invoices (and PDFs) in near real time instead of manual uploads.
Invite customers
Your customers get a welcome email, set a password, and can instantly search and download past invoices.
No more "Can you resend invoice #123?" - they self-serve 24/7.
Built for B2B suppliers whose current invoicing or accounting system has no customer portal
No changes to how you get paid
InvoicePortalX never touches your money. The portal simply shows the bank details or payment links you already use today (Stripe, PayPal, etc.).
Official PDF hosting
Customers download the exact invoice PDF you already send - no reformatting or surprises.
Self-service branding
Upload your logo, set brand colours, and switch themes yourself. No developer or agency required.
Works with the systems you already use
Bring whatever your current system can export. Map it once, reuse that profile for every future upload, or use the API for real-time updates.
Analytics dashboards (included)
Built-in dashboards show totals, paid/unpaid/overdue, aging buckets, and invoice trends by period. If your export includes fields like PO, job, site, branch, or tags (or you organize invoices into projects), you also get rollups and drill-downs based on those fields.
More than invoices (document buckets)
Add Statements, Credit Notes, Remittance, or any custom document type. Upload PDFs, match them to customers by identifier, review, and publish.
Secure by design
Supplier-level data isolation, customer-scoped access, and audit trails for admin changes.
For your customers
- Search and download official invoice PDFs (24/7 self-service).
- Clear "as of last sync" timestamps so customers know when data was updated.
- Optional grouping and rollups by PO, job, site, branch, or tags (when provided in your export).
- Dashboards for paid/unpaid/overdue, aging buckets, and invoice trends by period.
For your team & admins
- AI-assisted mapping saved as an upload profile for your export format.
- Incremental uploads on your schedule, or push updates via API for near real-time.
- Import review and audit trails for admin changes.
- Export invoice and analytics data for reporting and BI when you need it.
Still emailing invoice PDFs to customers?
Your finance and customer service teams spend time on avoidable admin. Customers lose PDFs in busy inboxes, and "Can you resend invoice #123?" keeps coming back.
- Lost invoices: Customers misplace PDFs in busy inboxes.
- Endless resends: Your team manually searches, exports, and emails the same invoices.
- No self-service: Customers have no place to log in and help themselves.
- Limited portal options: Your existing system may not offer a customer portal or easy self-service access.
- One branded portal: Customers log in, search, and download the PDFs themselves.
- Works with any system: Connect whether you use on-prem, cloud, or industry-specific software.
- Zero ledger risk: Read-only by design - InvoicePortalX doesn't change your data.
- Lower support load: Fewer "resend" emails, more time for higher-value work.
Who it's for (and who it's not)
Perfect if:
- You use an on-prem or industry-specific system with no customer portal.
- You send hundreds or thousands of B2B invoices every month.
- Your team is constantly resending PDFs or answering "Can you send that invoice again?"
- You're happy to export a flat file + PDFs (or can wire a simple JSON API).
Probably not for you if:
- You're already on a modern cloud accounting platform with a good customer portal.
- You're looking for a full AR automation suite (reminders, collections workflows, dispute workflows, etc.).
- You want InvoicePortalX to replace your accounting or invoicing system instead of sitting in front of it as a portal.
Simple, transparent pricing
Founding customers get 30% off for life
For teams with up to ~1,000 invoices/month
- Self-service branding (logo & colours)
- Analytics dashboards + rollups
- Manual flat file + PDF uploads
- Standard email support
For growing teams with higher volumes and API needs
- Everything in Starter, plus:
- Flat file upload + API ingestion
- Priority support
- Unlimited invoices
For teams needing full control over deployment
- Everything in Pro, plus:
- Container image for deployment in your own infrastructure
- Custom domain (portal.yourdomain.com)
- Dedicated success contact
For IT teams: API access includes examples for pushing invoices/PDFs and pulling invoice data into your own systems.
Questions you might have
No. You export a simple invoice list + your official PDFs (or push via API). Your accounting system remains the single source of truth.
Never. InvoicePortalX simply displays the payment links you already use today (bank details, gateways, etc.). You keep 100% control and zero extra fees.
Your existing invoicing or accounting system is always the source of truth for payments and status.
InvoicePortalX never connects directly to your bank or payment gateway, and doesn't write back into
your ERP.
When you use the API, your ERP (or middleware) can push status changes to InvoicePortalX as they
happen, so customers see updated status in near real time. You can also pull invoice data and status
from our API if you want to feed other systems, but the ledger still lives in your accounting system.
Beta access is limited. Requests are reviewed for fit, and selected customers are invited to onboard.
Yes. Each supplier has fully isolated data and strict access controls. Customers only ever see their own invoices.
Launch a branded invoice portal without replacing your system.
Launch your first portal from your existing export, then control the sync schedule. No credit card required during the private beta.
- Launch your portal fast - no system replacement.
- Upload invoice headers + PDFs - no line items needed.
- Your accounting system stays the source of truth.
Limited beta access. Requests are reviewed for fit and contacted if selected.
