Stop resending invoices—launch a branded portal that works with your existing system.
Upload invoice data + official PDFs from a simple export. Customers self-serve 24/7—no migration, no write-back.
Launch your portal in three steps
Start with a simple export and your official PDFs. Automate updates later when you’re ready. We label everything "as of last sync."
Set up your branded portal
Upload your logo, pick your colours, and choose a clean URL like invoiceportalx.com/yourbusiness.
Each customer receives a secure login, scoped to their own invoices.
Load invoices and PDFs
Export invoice summaries and official PDFs. Upload once. InvoicePortalX saves the mapping. Future uploads sync automatically, including incremental updates. Review the mapping before publishing.
Automate updates later when you’re ready.
Invite customers
Customers receive a welcome email, set a password, and immediately search and download past invoices.
They serve themselves 24/7. No more "Can you resend invoice #123?"
Everything you need to stop resending invoices
Customers gain insights into their account activity. Your team receives powerful admin tools and visibility into portal engagement.
Zero payment disruption
InvoicePortalX never touches your money. Display your existing payment links or payment instructions. You keep 100% control.
Your official invoices, hosted
Customers download your official PDFs on demand—no reformatting, no waiting.
Brand it yourself
Upload your logo, pick colours, and switch themes yourself. No developer needed.
Import from exports
Map your export once for quick setup. Start with uploads today, then automate later if needed.
Built-in analytics
- Activity heat maps: Visualise invoice activity patterns by month
- Trend charts: Track spend, aging, and invoice history over time
- Project rollups: Group invoices by reference or projects
- Status dashboards: View payment status and aging at a glance
- Drill-down details: Click from summary to individual invoices
More than invoices
Add statements, credit notes, remittance advice, or any custom document type. Upload, match to customers, review, and publish.
Single-tenant isolation
Single-tenant by design with dedicated data isolation (not commingled). Customers see only their own invoices, and every admin action is audited.
Admin tools
Monitor portal activity, run bulk actions, review imports, and export data for BI.
Still getting “Can you resend invoice #123?” requests?
Your finance team wastes hours every week resending invoices. Customers lose PDFs in cluttered inboxes—and the requests keep coming.
- Lost invoices: Customers misplace PDFs. Your inbox fills.
- Endless resends: Your team searches, exports, and emails repeatedly.
- No self-service: Customers wait for your team to reply.
- Stuck with your system: Replacing your current system isn't an option.
- One branded portal: Customers log in and download invoices themselves.
- Works with any system: Cloud, on-prem, or custom.
- Zero risk: Read-only design protects your data.
- Reduce resend requests: Fewer emails, more time for what matters.
What changes after launch
Your customers self-serve official PDFs in seconds. Your team stops hunting, exporting, and resending. Your current system stays the source of truth.
Fewer resend requests
Customers can search, filter, and download invoices anytime—without waiting for your team.
Faster “where’s my invoice?” resolution
Official PDFs are always available in one place, labelled with “as of last sync” so expectations are clear.
No risky system changes
Start with exports now and go live fast—then automate later if needed.
Who it's for (and who it's not)
Perfect if:
- Your current system doesn't include a customer portal.
- Your team spends time resending invoices to customers.
- Your team fields "can you resend it?" requests daily.
- You’re a B2B trade, wholesale, or service business sending hundreds of invoices per month.
- You can export invoice data and PDFs now (and automate later if needed).
Probably not for you if:
- Your current platform already includes a customer portal you're happy with.
- You need full AR automation: reminders, collections, and dispute workflows.
- You need customers to pay inside the portal (InvoicePortalX is read-only by design).
- You want to replace your core system entirely.
Pricing Preview (Post-Beta)
Beta is free. Get 30% off ongoing post-beta as a founding customer • Limited beta spots
For teams sending up to 1,000 invoices per month
- Self-service branding (logo & colours)
- Analytics dashboards
- Upload invoice data + official PDFs
- Zapier integration (early access)
- Standard email support
For growing teams needing API access and higher volumes
- Everything in Core, plus:
- Full API access (sync in + read-only out + webhooks)
- Zapier integration (early access)
- Priority support
- Up to 10,000 invoices/month
For high-volume teams needing custom limits (and/or self-host deployment)
- Everything in Pro, plus:
- Custom invoice limits
- Zapier integration (early access)
- Container image for deployment in your own infrastructure
- Custom domain (portal.yourdomain.com)
- Dedicated contact
Optional integrations (Zapier or API)
Start with exports. Automate invoice updates later via Zapier (early access) or connect directly using the REST API.
Zapier Integration
No-code connector powered by the InvoicePortalX API. Same core capabilities, delivered through Zapier.
Best for: teams who want fast setup without engineering.
- Sync invoice data (automated)
- Trigger workflows from engagement signals
- Attach PDFs and documents
- Pull data out for analytics/BI pipelines (read-only)
REST API
Full programmatic access for direct integrations. Same core capabilities as Zapier, with direct control and custom logic.
Best for: engineering teams building direct integrations.
- Sync invoice data (single & batch)
- Trigger workflows from engagement signals
- Attach PDFs and documents
- Pull data out for analytics/BI pipelines (read-only)
- Granular API key permissions
Coming next: a self-hosted sync agent (source-available). Run it in your environment with scheduled exports. Uses the same API.
Questions you might have
No. InvoicePortalX works alongside whatever system you use today. Start by importing invoice summaries and your official PDFs, then optionally automate updates via Zapier or the API. Your source system remains the source of truth.
Never. InvoicePortalX displays only the payment links you already use. You keep 100% control, with zero extra fees.
Your system is the source of truth for payments and status. InvoicePortalX connects via exports or API, keeping payment processing isolated.
With the API, your system pushes status changes through in near real-time. With Zapier, updates appear after each sync. You can also pull invoice data from the InvoicePortalX API to feed other systems.
Beta access is limited. Join now to reserve your spot. We onboard new accounts in waves.
Yes. Single-tenant by design: each organisation's data lives in a separate database (not commingled), and documents (PDFs) are isolated per organisation. Customers only see their own invoices. All admin actions are audited.
Zapier is a no-code connector powered by the InvoicePortalX API (same core capabilities). It's early access during beta and included on all plans.
Use Zapier if: you want fast, no-code setup and quick connections to other tools.
Use the API if: you need custom logic, near real-time sync, or direct control over data flow.
During beta, both are included. Post-beta: Zapier included on all plans, API access for Pro and above.
Stop resending invoices. Give customers a self-service portal.
Launch your portal from a simple export. No credit card required during the private beta.
- Customers self-serve official PDFs (24/7).
- Fewer invoice resend requests and interruptions.
- Branded portal experience customers trust.
Beta access is limited. Join to reserve your spot.
Best fit if you want a read-only portal (no payments) and don’t need full AR automation.
