Client portal: fast, transparent & error-free invoicing

Q: Who can access the client portal?

Authorized internal users can access the portal, with role-based permissions and customizable access levels for different departments or teams.

Q: Is the portal connected to the ERP?

Yes. Dost’s client portal syncs with your ERP in real time to reflect invoice statuses, push data automatically, and ensure a single source of truth.

Automate invoice management
and improve payment experiences

Handling client invoicing manually can be time-consuming and prone to errors.
With Dost, you can send invoices automatically, while providing your clients with a secure portal to view,
download, and manage their documents in real-time.

Eliminate manual errors and follow-ups

With Dost’s automated invoicing, every invoice is generated using structured data directly from your ERP or CRM, reducing human error and ensuring accuracy from the start.

Enhance transparency and client accessibility

Dost provides each customer with a secure, branded invoice portal. This transparency eliminates confusion, improves trust, and gives your clients the visibility they need.

Improve payment reconciliation

Dost improves your reconciliation process. This reduces friction, enhances client satisfaction, and helps your finance team close the loop, efficiently and professionally.

Let’s talk automation

A smarter way to invoice

Generate and send invoices in one click, offer real-time tracking through a dedicated client portal, and simplify communication across the entire billing cycle.

Generate & send invoices in one click

Create custom invoices directly within Dost and send them automatically to your clients.
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✔ Track and register every invoice without external tools.
✔ Access your invoicing history instantly, no more endless searches.
✔ Save time and prevent errors in invoice processing.

Automate manual tasks and focus on growing your business.

Full visibility for your clients

Each client gets access to their secure invoicing portal, where they can:
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✔ View issued invoices with real-time status updates.
✔ Download documents anytime, no need for email requests.
✔ Track payment status: Sent, viewed, pending, or paid.

Fewer client queries, smoother invoicing.
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Effortless communication & tracking

The Dost client portal provides complete traceability for every invoice:
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✔ See when an invoice was sent, viewed, and paid.
✔ Minimise client doubts and email reminders.
✔ Strengthen relationships with clear, accessible data.
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Centralise invoicing information and streamline client communication.

Invoice faster & enhance professionalism

Automate your billing, provide instant client access, and improve communication for every transaction.
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✔ Less time spent on invoicing, more control over cash flow.
✔ Greater transparency and stronger client trust.
✔ A seamless, intuitive portal for an improved user experience.
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Frequently asked questions

Everything you need to know about the Dost client portal.

What is Dost’s client portal?

It’s a centralized platform where finance teams can manage documents, track invoices, approve payments, and collaborate with suppliers and internal users, all in one place.

What features are included in the client portal?

The portal offers invoice tracking, approval workflows, document history, file uploads and supplier communication tools.

Who can access the client portal?

Access is available to internal users who have access to the unique link provided, although they will need to authorise themselves in order to access the portal.

Is the portal connected to the ERP?

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.