---
title: Clients & client portal
description: Manage clients in Easy Invoice — fields, list view, search, and the Pro client portal with login, profile, and invoice/payment history.
---

# Clients & Client Portal

Every invoice and quote in Easy Invoice is sent **to a Client**. Clients are stored separately from your line items so you don't have to retype their address each time.

WP Admin → **Easy Invoice → All Clients**.

![All Clients — list view with search and quick actions](/screenshots/27-clients-list.png)

---

## 1. Add a Client

WP Admin → **Easy Invoice → All Clients → Add New Client**.

### Identity fields

| Field | Why |
| --- | --- |
| **First Name** | The contact person's first name. |
| **Last Name** | The contact person's last name. |
| **Business Name** | Their company name. If empty, invoices show First + Last. |
| **Email** | Where invoice/quote emails go. **Required** if you want to send emails. |
| **Phone** | Optional. Printed on invoices. |
| **Website** | Optional. Printed on invoices. |

### Billing address

| Field | Why |
| --- | --- |
| **Address Line 1 / 2** | Street address printed on the invoice. |
| **City / State / Postal Code / Country** | Required in most countries for tax compliance. |

### Tax / VAT

| Field | Why |
| --- | --- |
| **Tax ID / VAT Number** | The client's VAT/GST number — required when issuing tax-reverse-charge invoices in the EU, reciprocal compliance in Canada, etc. |

### Shipping address (optional)

A second address used for B2B clients who have a separate "ship to" location.

### Notes (private)

Internal notes — never shown to the client. Use for *"prefers email over phone"*, *"finance contact is Sarah"*, etc.

---

## 2. Client list view

WP Admin → **Easy Invoice → All Clients**:

- Search box (matches name, email, business name)
- Per-row counters: total invoices, total paid, total outstanding
- Row actions: **View**, **Edit**, **Delete**

Click **View** to open a single-client overview with their full invoice and quote history.

---

## 3. The Client Portal <span class="pro-pill">PRO</span>

The free plugin sends invoices via email links — clients view, pay, and download from those links. **Easy Invoice Pro adds a hosted Client Portal** where clients can:

- Log in with their email
- See **all** their invoices and quotes in one dashboard
- Download PDFs
- Pay any open invoice
- Track payment history
- Update their profile

### Set it up

1. Activate Easy Invoice Pro.
2. Create a WordPress page and add this shortcode: `[easy_invoice_profile]`.
3. Save / Publish the page.
4. Add a link to it from your main menu (e.g. **My Account** or **Customer Portal**).

When a client receives their first invoice email, Easy Invoice automatically creates a WordPress user account for them (role: **Easy Invoice Client**) and includes a **magic login link** they can click to access the portal without a password.

### Available portal shortcodes

| Shortcode | What it renders |
| --- | --- |
| `[easy_invoice_profile]` | The full client portal page (dashboard + invoices + quotes + profile editor). |
| `[easy_invoice_client_login]` | A standalone login form (email + magic link). |
| `[easy_invoice_login]` | Alias for the login form. |
| `[easy_invoice_url id="123"]` | Renders a link to a specific invoice. |
| `[easy_quote_url id="456"]` | Renders a link to a specific quote. |

See [Shortcodes](./shortcodes) for the full reference.

### Restrict invoices to logged-in clients

In the Pro Privacy settings, tick **Require login to view invoices**. Clients must then log in via the magic link or password before they can see any invoice. Useful for medical, legal, or financial documents.

<div class="doc-pro-callout">
  <span class="doc-pro-pill">Pro</span>
  <span>Client portal, magic-link login, login restriction, and private invoices are all <strong>Easy Invoice Pro</strong> features. <a href="https://matrixaddons.com/plugins/easy-invoice/" target="_blank" rel="noopener">Upgrade to Easy Invoice Pro →</a></span>
</div>

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## 4. Client tips

- **Always set an email.** Without it, the **Send Email** button can't do anything.
- **Use Business Name for B2B clients.** Invoices look more professional with `Acme Co.` than `John Smith` for corporate clients.
- **Keep notes** — your future self will thank you when you're trying to remember why this client always pays late.
- **Tax ID compliance** — in the EU, an invoice missing the recipient's VAT number for a reverse-charge transaction can be rejected by tax authorities.

---

## Next

- [Build & send invoices to a client](./invoices)
- [Build & send quotes to a client](./quotes)
- [Shortcodes (portal, login)](./shortcodes)