Client Portal

Hello,
I’m looking for advice on how to view the portal client to see what customers see.

I noticed that in their email, the preview shows the following path: https://app.invoiceninja.com/quotes/1.
When I open this link, if I’m logged in, it enters my dashboard and allows me to modify the quote, if I’m not logged in it asks me to sign up in invoiceninja.

There is no trace of this “client portal”. I as client portal mean an area where the client can view the quote without the same customer need to be signup. Only download the quote/ invoice. Is not this so?

A.

Click the ‘View as recipient’ link on the edit invoice page or ‘View client portal’ on the client overview page.