Taskade Genesis lets you publish a professional client billing portal on your own domain — clients log in, view their invoices, and pay online without ever needing to email you.
What Is a Client Billing Portal?
A client billing portal is a branded, password-protected page where each client can see their outstanding and paid invoices, download statements, and submit payments — all without your team handling individual billing queries.
Why Use a Client Billing Portal Automation?
- Fewer billing queries: Clients self-serve invoice status and history, reducing back-and-forth by email.
- Custom domain: Publish the portal on your own domain (Business+) for a polished, professional experience.
- Secure client logins: GenesisAuth works on every plan and confirms who each client is. Match their invoices and payment history to that login, and they open only their own.
- Automatic invoice sync: New invoices appear in the portal the moment they're generated via the integrated billing workflow.
- Payment confirmation loop: Payment events update the portal record and trigger a receipt email automatically.
Who Should Use a Client Billing Portal?
- Agencies with retainer clients who query invoice status frequently.
- Accountants who want to give clients self-serve access to their financial records.
- Consultants billing multiple projects per client who need a clean consolidated view.
- Service businesses with recurring clients who prefer a professional online billing experience.
- Bookkeepers offering white-labelled client portals as a premium service tier.
How To Build a Client Billing Portal?
- Clone the Client Billing Portal app from /automate — live in ~10 seconds.
- Connect your invoicing workflow so new invoices sync to the portal automatically via 100+ integrations.
- Enable GenesisAuth on any plan, add your custom domain on Business+, then match each client's records to their login and test with a second account.
- Configure the AI agent to send payment reminders and receipt confirmations automatically.
- Share the portal link with clients and let the system handle billing queries from day one.
See live examples at /apps or explore the full /ai/apps catalog.