--- title: "Share an account’s customer portal" canonical: https://www.billabex.com/en/help/customer-accounts-documents/share-customer-portal/ lang: en alternate: https://www.billabex.com/es/ayuda/cuentas-clientes-documentos/compartir-el-portal-de-cliente-de-una-cuenta.md alternates: es: https://www.billabex.com/es/ayuda/cuentas-clientes-documentos/compartir-el-portal-de-cliente-de-una-cuenta.md it: https://www.billabex.com/it/assistenza/conti-clienti-documenti/condividere-portale-cliente.md de: https://www.billabex.com/de/hilfe/kundenkonten-dokumente/kundenportal-eines-kontos-teilen.md nl: https://www.billabex.com/nl/hulp/klantrekeningen-documenten/klantportaal-delen.md fr: https://www.billabex.com/fr/aide/comptes-clients-documents/partager-portail-client.md pt: https://www.billabex.com/pt/ajuda/contas-clientes-documentos/partilhar-portal-cliente.md en: https://www.billabex.com/en/help/customer-accounts-documents/share-customer-portal.md pl: https://www.billabex.com/pl/pomoc/konta-klientow-dokumenty/udostepnij-portal-klienta.md updated: 2026-11-09 index: https://www.billabex.com/llms.txt --- # Share an account’s customer portal

In short

Each customer account can have a portal link, managed in the Customer portal panel of its Overview. Send it by email from Billabex, or copy it. Your customer opens it without an account or password to view and download the invoices and credit notes under follow-up, plus your payment details unless they pay by direct debit. The link stays valid until you regenerate it.

## Expected result Your customer has a link that always shows the up-to-date documents of their follow-up, and you know how to remove that access. ## Before you start - Check that the invoices have their PDF in Billabex: an invoice without a PDF is still listed, but cannot be downloaded. - Confirm [the account payment method](https://www.billabex.com/en/help/customer-accounts-documents/set-account-payment-method/): neither IBAN nor bank details document is offered to a customer paying by direct debit. - Choose which contacts should receive the link. Anyone who has it sees this account’s documents. - The portal email is sent by your agent: if your customers do not know it yet, see [how to introduce your agent to your customers](https://www.billabex.com/en/help/getting-started/introduce-agent-to-customers/). ## Procedure 1. Open the customer account page, **Overview** tab. 2. In the **Customer portal** panel, click **Send to the customer**. The draft checks the contacts who receive reminders; choose the recipients, the **Email language** (French, English or Spanish), the subject and the message, then review the preview. 3. Click **Send to** followed by the number of contacts. The “View my documents” button and the agent’s signature are added under the message. The link is created when sending if it did not exist yet. 4. To pass it on yourself, click **Create the link**, then **Copy the link**; **Open the page** shows what your customer will see. 5. To cut off a former contact, click **Regenerate the link**, type “regenerate” to confirm, then click **Send the new link** for the right contacts. For several accounts at once, check them in the **Client accounts** list and choose **Send the portal**: each customer receives their own email, with their own link, addressed to the contacts who receive their reminders. The summary leaves out accounts with no reachable recipient, those whose reminder recipients are to be confirmed, written-off accounts and those that received it less than 7 days ago; **Include anyway** brings the latter back. The **Portal sent** column shows the last send. ## What Billabex does The page shows your organization, your agent and its email address, then the documents in the reminder scope: overdue invoices while an overdue amount remains, otherwise upcoming invoices, and [credit notes that still have an amount available](https://www.billabex.com/en/help/customer-accounts-documents/credit-notes-allocations/). Each invoice shows its days late and, under a payment schedule, each installment with what is left on it. A **How to pay** block gives the amount left to pay and, for a customer paying by bank transfer, the IBAN and BIC recorded for your organization, the reference to state and your bank details document. The list is recalculated at each visit, with no new send from you. Your customer views each PDF in the page with **View** or downloads it. The page displays in their browser language, French, English or Spanish, and remembers the choice they make. It is not indexed by search engines and does not allow online payment or payment declarations. The portal email is sent by your agent and recorded in the account history; it does not push back the next reminder. It is never sent to a customer who asked to stop reminders or is subject to a legal or collective proceeding. When invoices and bank details would make a reminder too heavy for the customer’s mailbox, the reminder includes this link under the message instead of attachments, and does not mention “attached” documents. Link creation, regeneration and sending appear in the audit journal, and the panel shows the date and recipients of the last send. Billabex does not track views: it cannot tell you whether your customer read the documents. The **History** section lists settled invoices and credit notes fully applied or refunded, **issued in the last 12 months**. This period depends on the issue date, not the settlement date. Invoices excluded from reminders are not shown. The list shows the 100 most recent documents at most and says when it is limited. Each available PDF downloads separately: history is not part of the follow-up totals. The settled status reflects your data and is not, on its own, proof of payment. ## If the result is not what you expected - **“This link is no longer available”**: the link has since been regenerated. Send the current link with **Send to the customer**. - **Banner about an earlier send**: the link was regenerated after that email, which your contacts can no longer use. Click **Send the new link**. - **Empty follow-up list**: no document is currently under follow-up; also check the History section. This does not mean all invoices are paid. - **“Document not available”**: the invoice has no PDF in Billabex. Add it or check your invoicing software synchronization. - **A disabled contact can still see the documents**: disabling a contact does not remove their copy of the link. Regenerate the link. - **An address cannot be checked**: it is failing or unreachable. Correct it in the **Contacts** tab. - **“Too many attempts”**: the customer waits one minute before trying again.