Sales
Customer portal
No-login portal link for a customer’s open invoices and UPI pay.
What the portal is
Create one portal link per customer. Anyone with the link can see that party’s open invoices and quotes and pay via UPI — no login.
Portal URLs use the customers host for your environment:
- Dev:
https://dev-customers.vardhantax.in/billing/{token} - Staging:
https://stag-customers.vardhantax.in/billing/{token} - Production:
https://customers.vardhantax.com/billing/{token}
Create or reuse a link
On the customer (party) page, open Customer portal:
- If an active share exists, Copy link / Preview reuse it
- Otherwise Create portal link (default expiry ~90 days)
Creating again reuses the active share when one already exists — you do not get duplicate active portals by accident.