Customer Portal Settings

Customer Portal

Customize what your customers see when they open their invoice link

🔗 Your Customer Invoice Portal

When customers click the link in WhatsApp or email, they see a branded page with your invoice, payment options, offers & review requests — all configured by you below.

Preview Live Portal
Invoice Table Columns
Choose which columns show in item table
Item Name
Always visible
HSN / SAC
Tax code
Quantity
Item qty
Unit
pcs / kg / etc
Rate / Price
Per unit price
Total Amount
Always visible
GST / Tax %
Tax breakdown
Discount
Per item discount
Custom Column
Add your own column (Size, Color, Weight, etc.)
Enable Custom Column
Add extra product attribute
Enable 2nd Custom Column
For batch / variant info
Invoice Theme
Choose the look of your invoice
MODERN
Modern
ELEGANT
Elegant
MINIMAL
Minimal
BOLD
Bold
Brand Color
Primary color used in the invoice
Choose Brand Color
Invoice Header Info
Details shown at the top of your invoice
Show Company Logo
Display logo in invoice header
Show GST Number
GSTIN on invoice
Show Bank Details
Account number & IFSC
Show Terms & Conditions
Bottom of invoice
Show Digital Signature
e-Signature on invoice
Watermark & Footer
Status watermark and footer text
Show "PAID" Watermark
Diagonal stamp on paid invoices
Show "DUE" Watermark
On unpaid invoices
Custom Footer Message
UPI Payment
Let customers pay via UPI QR code
Enable UPI Payment
Show QR code on invoice portal
Payment Apps
Enable specific UPI apps for customers
Paytm
Google Pay
PhonePe
BHIM / Others
Razorpay Payment Link
Online card/netbanking payments
Enable Razorpay
Auto-generate payment link on invoices
Show Pay Now Button
Prominent CTA for customers
WhatsApp Reminders
Auto-send payment reminders
Enable WA Reminders
Send overdue payment reminders
Reminder on Due Date
Send on invoice due date
Reminder Interval
Offer & Discount Settings
Manage offers shown on customer invoice page
Show Offers Section
Display active offers on portal
Allow Customers to Apply
One-click offer apply button
Active Offers
Offers visible to customers on their invoice portal
No offers yet. Click "Add Offer" to create one.
Google Review Request
Ask customers to review you on Google
Show Review Section
Visible on invoice portal
Show Only After Payment
Review request on paid invoices only
Past Invoices
Customer invoice history on portal
Show Past Invoices Button
Customers can view all their invoices
Show Payment History
Per-invoice payment log
Limit History (months)
Download & Print
Customer self-service download options
Show Download PDF Button
Customer can save their invoice
Show Print Button
Browser print dialog
Watermark PDF Downloads
Add "Invoice Max" watermark
Portal Security
Access control for customer invoice link
Password Protect Portal
Customer must enter code to view
Link Expiry
Auto-expire old invoice links
Show "Powered by Invoice Max"
Branding in portal footer
Customer Notifications
What alerts customers receive
Invoice Created SMS
Notify when new invoice is made
Due Date Reminder
Reminder before payment due
Payment Received Confirmation
Auto receipt after payment
Offer Alert
Notify when a new offer is available
Portal Language & Currency
Localization for customer portal
Portal Language
Currency Symbol
Ready to save?

All changes will reflect on your customer invoice portal immediately.