Your client portal access
Albor ConsultoresTo: Silvia Aragón
Hi Silvia. From your portal you can see and pay your invoices, review your quotes and write to us.
Go to the portal Sound
Client portal
You issue the invoice.
Your client pays it.
Every client gets a private area where they see their invoices and quotes, approve them, sign them and pay by card right from the invoice.
Card payments through Stripe Sign-in with password or Google On Professional and Advanced
You issue the invoice You issue the invoice in UTILIA OS and it shows up in your client’s portal.
They pay by card Your client opens it in their portal and pays by card through Stripe.
Marked as paid On your side, the invoice is marked as paid. No checking by hand which invoice was paid.
All connected
When they pay, everything updates itself.
The portal lives inside the same system as invoicing. The invoice you issue shows up in that client’s portal and, when they pay it by card, it is marked as paid on their CRM record.
- The payment is linked to its invoice.
- You see the status of every invoice: paid, due or overdue.
- You stop chasing payments.
Quotes
They approve and sign it without creating an account.
Your client opens the quote from their portal or from the link you send, approves it or leaves a comment, and signs it right there. You get the notification and turn it into an invoice in one click.
- Electronic signature by link, no account.
- Several signers on the same quote.
- Document hash and a verifiable PDF certificate.
Messages and tickets
They write from their portal.
You reply from UTILIA OS.
Chat with your team and tickets live right next to their invoices. No more “can you resend the invoice?”.
Chat with your team
Your client writes from their portal and your team replies. The conversation stays next to their invoices and quotes.
Tickets from the portal
When something needs follow-up, your client opens a ticket and you handle it with your own help desk.
Each client, their own
Every client signs in to their private area and sees only their invoices, quotes and conversations.
Access and brand
Their private area, with your name on the invitation.
You invite each client from UTILIA OS and the email reaches them with your company name as the sender. They sign in with a password or with Google, and their PDF invoices and quotes carry your logo and colors.
- Sign-in with password or Google.
- Each client sees only their own.
- They download their invoices as PDF any time.
Start with your next invoice
Let your next invoice get paid from their portal.
Professional 99 € a month per company, paid yearly. Excl. taxes.
The client portal and card payments (Stripe) come with Professional and Advanced.
- Trial14 days, no card
- Users included5 · +15 € per extra user
- Paid yearlysave 360 € a year
- Month to month129 € a month
Questions
Frequently asked questions
What people usually ask before opening the portal to their clients.
Every client accesses a private area with their issued invoices, pending quotes and their payment history. They can download PDFs, approve and sign quotes, and pay each invoice by card through Stripe. From there they can also message your team and open a ticket.
Your PDF invoices and quotes do: they carry your logo and brand colors, and quotes also carry your signature. The email that invites each client to the portal goes out with your company name as the sender. The portal itself shows the UTILIA OS look.
No. The electronic signature works by link, with no account, supports several signers and leaves the document hash and a verifiable PDF certificate.
Stripe. The client pays by card (Visa, Mastercard, American Express) from the portal itself. Funds are deposited in your bank account on Stripe’s standard timelines.
The client portal is included in the Professional and Advanced plans; the only additional cost is Stripe’s per-transaction fee, which goes directly to your Stripe account and is set by your plan with them.
When a client pays an invoice from the portal, the payment is linked to that invoice and the invoice is marked as paid. You don’t have to check by hand which invoice was paid.
It depends on each company. What does change is the number of steps: the invoice lands in the portal, it is paid by card, and it is marked as paid.