Alladdin

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Alladdin

A private page for each of your clients

Your clients open one link and find every quote, invoice and credit note you have sent them. They accept a quote, download a PDF or check what is still due, without calling or emailing you.

  • No account for your client to create
  • Your logo and colours
  • Included with invoicing

What your client does in the portal

The link arrives with every document you email. Your client can bookmark it and come back at any time.

  1. 1

    Opens the link

    From the email or a bookmark. The page shows only that client's documents.

  2. 2

    Reviews a quote

    Reads it, then accepts it or leaves a comment asking for a change. You see the answer on the quote in Alladdin.

  3. 3

    Finds an invoice

    Searches past invoices by number or date and sees which ones are paid and which are due.

  4. 4

    Downloads the PDF

    Any invoice, quote or credit note, ready to file or pass to their own accountant.

Fewer emails asking for a copy

Most requests from clients are for a document you already sent. With the portal they help themselves, and you spend that time on paid work.

  • Full history

    Every document you have issued to the client, newest first.

  • Clear status

    Paid, part-paid, due or overdue, in the same words you see.

  • Comments on the document

    Questions stay attached to the quote or invoice they concern.

You decide what each client sees

The portal uses the logo, colours and language of your documents, so it looks like part of your business.

  • Your branding

    The same logo and colours as your invoice template.

  • Their language

    French, Arabic or English, following the client's settings.

  • Private access

    Each link opens one client's documents and nothing else.

Client portal questions

How does my client get into the portal?

Each client has a private link. It is included in the emails you send from Alladdin, and the client can bookmark it. They do not need to create an account.

Can my clients pay from the portal?

When you connect a payment provider, invoices can show a link to pay online. Otherwise your client sees your bank details and pays by transfer, cheque or LCN as usual, and you record the payment.

Can clients accept quotes in the portal?

Yes. They accept and sign the quote or comment on it, and the status changes in Alladdin. You then turn the quote into an invoice.

Does the portal cost extra?

It comes with invoicing, and your clients use it for free. See pricing for what each plan includes.

Share your first document through the portal

Create an invoice, send it, and your client gets their private link with it.