💳 Client Billing in the Client Portal

We're adding a Billing section to the Client Portal so your clients can manage their payment cards, view invoices and superbills, and check payment status on their own, without needing to contact you.

Right now, if a client needs to update a card on file or find an old invoice, that usually means an email or a message to you, and then you handle it manually. With this update, clients will see a clear overview of their payment history, download billing documents directly, and add or update their cards through Stripe. Billing emails will also link straight into the portal instead of attaching PDFs, so everything lives in one place.

Less back-and-forth on payments, fewer failed transactions, and one less thing on your admin list.