---
title: Customer dashboard (client portal) and PIN
description: Give each customer one private page with all their invoices and estimates. It's protected by a 4-digit PIN.
---

[Skip to content](https://knowledge.invoicequick.com/customer-dashboard-client-portal-and-pin#main-content)

English

Show submenu for translations

![IQ\_Logo.png\]](https://knowledge.invoicequick.com/hs-fs/hubfs/IQ_Logo.png?height=36&name=IQ_Logo.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to invoicequick.com

 Go to invoicequick.com

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [InvoiceQuick Resource Hub](https://knowledge.invoicequick.com/?hsLang=en)
2. [Customers](https://knowledge.invoicequick.com/customers?hsLang=en)
3. [Payments](https://knowledge.invoicequick.com/customers?hsLang=en#payments)

# Customer dashboard (client portal) and PIN

Give each customer one private page with all their invoices and estimates. It's protected by a 4-digit PIN.

### What your customer sees

After entering the PIN, your customer sees:

- a payment summary and totals for paid and unpaid invoices and their estimates
- an **Invoices** tab and an **Estimates** tab. Drafts don't show, and neither do void invoices.
- their saved cards, where they can add or delete a card
- your details and your review links, if you added any

### Share the dashboard

1. Open the customer and go to the **Dashboard** tab. **App:** customer → **Details** → **Client dashboard**.
2. Choose how to share it: 
     - **Email to customer** sends the link and PIN to the main contact's email. App: **Email link**.
     - Copy the **Dashboard shareable link** and send it yourself. App: **Copy link**. Your customer still needs the PIN.

### The PIN

A PIN is created for every new customer. For security, you can't see the current PIN, but you can set a new one:

1. Enter a new 4-digit PIN in **Dashboard PIN** and click **Change PIN**. **App:** **Change PIN** → **Save PIN**.
2. Send it with **Email to customer**.

### Good to know

- A correct PIN keeps the dashboard open for 2 hours in that browser.
- Changing the PIN doesn't change the dashboard link. Anyone already signed in stays in for up to 2 hours.
- Your customer pays from the invoice itself. Clicking an invoice on the dashboard opens it in a new tab, with **Pay this invoice securely**.
- After 5 wrong tries, the link locks for 15 minutes.
- A link to a single invoice doesn't need a PIN. Only the dashboard does.
- The main contact needs an email address to receive the PIN.

### FAQ

**My customer forgot their PIN.** Set a new one and click **Email to customer**.

**My customer wants a different card for automatic payments.** Ask them to open their dashboard and add the new card first. Then they can delete the old one. Doing it in this order keeps automatic payments working.

**"Email to customer" is refused for my team member.** Ask the account owner to send it.

- [Customers](https://knowledge.invoicequick.com/customers?hsLang=en#main-content)

    - [Payments](https://knowledge.invoicequick.com/customers?hsLang=en#payments)
- [Estimates](https://knowledge.invoicequick.com/estimates?hsLang=en)
- [Invoicing](https://knowledge.invoicequick.com/invoicing?hsLang=en)
- [Invoice settings](https://knowledge.invoicequick.com/invoice-settings?hsLang=en)
- [Dashboard](https://knowledge.invoicequick.com/dashboard?hsLang=en)
- [Settings](https://knowledge.invoicequick.com/settings?hsLang=en)
- [Common Questions](https://knowledge.invoicequick.com/common-questions?hsLang=en)
- [Invoice reminders](https://knowledge.invoicequick.com/invoice-reminders?hsLang=en)
- [Attachments](https://knowledge.invoicequick.com/attachments?hsLang=en)
- [Reports](https://knowledge.invoicequick.com/reports?hsLang=en)
- [Billing](https://knowledge.invoicequick.com/billing?hsLang=en)
- [Expenses](https://knowledge.invoicequick.com/expenses?hsLang=en)
- [Recurring invoices](https://knowledge.invoicequick.com/recurring-invoices?hsLang=en)
- [Account Settings](https://knowledge.invoicequick.com/account-settings?hsLang=en)
- [Accounting](https://knowledge.invoicequick.com/accounting?hsLang=en)
- [Import and Export](https://knowledge.invoicequick.com/import-and-export?hsLang=en)
- [Items and Tasks](https://knowledge.invoicequick.com/items-and-tasks?hsLang=en)
- [Email](https://knowledge.invoicequick.com/email?hsLang=en)

[![Chill listening crop-3](https://knowledge.invoicequick.com/hs-fs/hubfs/IQ_Logo.png?width=99&height=24&name=IQ_Logo.png "Chill listening crop-3")](https://knowledge.invoicequick.com/?hsLang=en)

Help Center

Copyright © 2026, InvoiceQuick