PayPolka

Public Pages & Client Portal

PayPolka gives your clients clean, branded web pages to view invoices and estimates and to take action, without needing to log in. This page covers what those pages show and how the links that lead to them work.

The public invoice page

When you send an invoice, your client gets a link to a public invoice page. It shows:

  • The invoice document as a clean card (line items, totals, and tax).
  • The payment methods you allowed on that invoice, and nothing else.
  • The payment history, including any payments and pending notices.
  • A pending-clearance notice for ACH payments while the bank transfer is still settling.

Card and Cash App Pay clear immediately; ACH shows as pending until it lands; cash and check show your instructions. For the full picture of how each method behaves, see Getting paid.

The public estimate page

When you send an estimate, your client gets a link to a public estimate page that mirrors the invoice card layout. From there, when the estimate is actionable, the client can:

  • Accept or Decline the estimate.
  • Provide a typed signature name to accept (acceptance also records the time and the client’s IP address).
  • Add an optional note when accepting or declining.
  • Download any proposal or spec files you attached.

If you’ve published your terms, the page includes a terms acknowledgment block stating that accepting the estimate (or paying an invoice) confirms acceptance of your published terms.

To learn how to build and send estimates, see Estimates.

Public invoice and estimate links are bearer links: anyone who has the URL can open the page, with no login required. This makes it easy for your client to share an invoice with a bookkeeper or business partner, but it also means you should only share the link with people you trust.

If a link is ever shared too widely or you simply want to cut off access, you can regenerate the link. Regenerating creates a new URL and immediately invalidates the old one, so any previously shared link stops working.

Estimate links and invoice links are separate. Regenerating one does not affect the other, and accepting an estimate does not give a client access to a related invoice’s link.

The client portal

The client portal is a single page for one client that lists their portal-visible invoices. It includes a summary showing:

  • Invoice count
  • Total collected
  • Outstanding balance

The portal is invoice-only. It does not show estimates. Estimates are always reached through their own separate public estimate links.