Client Portal
Billing that makes you look as good as your work.
Settle gives your clients a portal — their portal — where they see what they owe, how to pay, what to ask, how to dispute, and how to upload proof. Cash lands sooner, your team stops being the help desk, and your client sees you as the vendor who has it together.
Everything still routes through you.
Clients who serve themselves.
Your team stops being the help desk.
"Can you resend the invoice?" "Where do I pay?" "Is this one settled?" — all answered by the portal. Hours back to the people who used to forward those emails.
Cash app starts with structured data.
When clients upload remittance with allocations in Settle's portal, your team doesn't decipher PDFs. They click to apply.
Disputes arrive ready to triage.
Typed reason, written description, attached evidence — all submitted from the portal. Your team starts at "respond," not at "figure out what happened."
Your client sees a vendor who has it together.
Clean portal, clean invoices, clean experience. Billing stops being the embarrassing part of working with you.
What lives on the portal.
Let clients see and download their invoices
Every invoice they've received, viewable and printable. The "please resend" email becomes a self-serve link.
Show clients the right ways to pay
Settle shows bank transfer, UPI, card, and payment links — whatever you've configured. The right options on every invoice for every client.
Give clients their own payment history
Every payment, every credit, every write-off — visible to them. "Is this one paid?" stops being a question for your team.
Let clients raise disputes from the invoice
Pick a reason, write the description, attach evidence — all from the portal. The dispute lands as a routed object.
Accept payment proof clients upload
Multi-invoice allocation, evidence file, notes — uploaded by the client. Cash app team starts with structured input.
Answer questions on the invoice, not in email
Settle keeps per-invoice support threads, so the conversation lives on the invoice. No more cross-referencing email and the AR system.
Questions, answered
Billing that's easy on your clients, and quiet for your inbox.
Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.