Reporting Made Easy

Quickly view, export, or send ready-made reports. Share account statements with clients to get paid faster or view insights into each client’s spending so you can make informed business decisions.



Create classic invoices quickly with ease

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Account Statements

Easily pull clients’ key details, like past invoices and payments and their current outstanding balance. Export them as CSVs or send them directly to the client with the click of a button, so you can get paid faster.

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Client Insights

Instantly view, filter, or export reports on client data, like revenue per client or invoices per client. Keep a pulse on where you stand with each customer, so you can plan for the future of your business.

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Ready to Automate?

Simplify invoicing, save time, and stay organized with an Invoicequick account. Set it up in seconds and start collecting payments on autopilot.

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Client portal benefits


This creates an efficient workflow so your customers can get exactly what they need, when they need it and without having to reach out to you.


All customer facing pages are secured and encrypted which means your customers won’t have to create accounts, remember passwords or constantly ask you for logins.


Your clients can process payments directly on their client page with the following processors.
  • Stripe; since and recurring setup

  • PayPal


Your customer invoice page will contain the following branding:
  • Your company logo

  • Your company colors



What if I change an existing invoice, will it update?

As soon as you make an update on an invoice or estimate, the customer view will change immediately. This includes any change you make on the invoice or estimate.

Will I be notified of customer actions ?

Absolutely, you’ll know if a customer sees an invoice, downloads it, approves or declines estimates, and much more. Check out how to manage your invoice notifications.

Can customers see all their invoices here?

Yes! Your customers are able to see all of their invoicing, estimates, and payment history here.

Can I only send a link without sending and invoice?

Yes, you can send a link to their client portal without having to send an invoice.

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