Customer & Vendor Portals
How the client-facing portal lets customers and vendors view invoices, estimates, and job status without a full account.
Not every customer or vendor needs a full Seayora account. A portal link gives them just what they need — invoices, estimates, and status — without extra setup.
What a customer can do in the portal
- View and pay open invoices online.
- Review and accept or decline an estimate.
- See the status of active work.
Sharing portal access
Send a secure portal link tied to that customer or vendor’s records — no separate login required on their end, and it only shows the information relevant to them.
Why it reduces back-and-forth
A surprising share of “where’s my invoice” or “what’s the status” messages disappear once customers can just check themselves — the portal is enabled as a feature flag alongside online payments.
Frequently asked questions
Can a customer pay directly from the portal?
Yes, where online payments are enabled — the portal is one of the places a customer can pay an invoice without needing a full account.
Is portal access secure?
The link is scoped to that specific customer or vendor’s records only — it doesn’t expose your broader account or other customers’ information.
Can a vendor use the portal to submit their own invoice?
Where supported, a vendor portal can let vendors submit invoices for your review rather than only emailing them separately, keeping everything in one place.
Does the portal require the customer to create a password?
No — access is through a secure link tied to their record, without a separate account or password to manage.