Everything in one place
Invoices, proposals, contracts, project milestones, deliverables, appointments, and payment history — all in a single branded portal.
One place for your client to see everything.
Clients get a secure login to view invoices, proposals, contracts, project progress, appointments, deliverables, and payment history. Set up autopay, message your team, and never dig through email again.
Client Portal
What's included
Online payments and autopay
Clients pay invoices directly from the portal by card or ACH. Set up autopay once and never chase a recurring payment again.
Project visibility
Clients see milestone progress, upcoming deliverables, and event dates. They always know where their project stands.
Secure messaging
Threaded messages organized by project. Clients communicate with your team without leaving the portal.
Branded experience
Your logo, colors, and fonts. The portal looks like an extension of your business, not a third-party tool.
Notification preferences
Clients control which emails they receive — invoice reminders, proposal notifications, new messages, deliverables shared, and more.
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Frequently asked questions
What can clients do in the Ratio client portal?
Clients can view invoices, proposals, contracts, project milestones, deliverables, appointments, and payment history. They can pay invoices, set up autopay, and message your team — all from the portal.
Can I brand the client portal with my logo and colors?
Yes. Your logo, colors, and fonts extend into the portal. It looks like part of your business, not a third-party tool.
Can clients pay invoices from the portal?
Yes. Clients pay invoices directly from the portal by card or ACH. They can set up autopay for recurring invoices in a single step.
Do clients need to create an account to access the portal?
Yes. Clients log in with email and password (or magic link). Each client sees only their own records — invoices, proposals, projects, and deliverables.
Can clients control which notifications they receive?
Yes. Clients choose which emails they receive — invoice reminders, proposal notifications, new messages, deliverables shared, and appointment confirmations.