Welcome to Your Customer Portal
Your invoices, projects, tasks and account details — all in one secure place. View invoices online anytime, track payment status, and stay up to date on what you owe.
Sign in to the portalWhy use the customer portal?
Stop chasing emails for invoice copies and payment status. The portal gives you 24/7 access to the financial information you need, so you can pay on time and keep projects moving.
- Feature
Instant invoice access
View, download and print any invoice at any time — no support tickets. - Feature
Live payment status
See exactly what has been paid, what is outstanding, and due dates. - Feature
Project & task visibility
Track active projects and your pending tasks in one list.
What you can do in the portal
| Feature | Details |
|---|---|
| Invoices | Browse every invoice with issue date, due date, total, amount paid and outstanding balance. |
| Status badges | Live status: Paid, Partial, Sent, Overdue, Pending — color coded and up to date. |
| Projects | View running projects, budgets and timelines linked to your organization. |
| My Tasks | See running and pending tasks for your projects, with amounts. |
| Account | Review your contact details and change your portal password. |
Security you can trust
Your data is private to your organization and never shared. Portal access is protected by a strong password and a session that times out automatically.
- ✓ Password protected sign-in with CSRF protection on every form.
- ✓ Your view is scoped to your own customer record — no other data is visible.
- ✓ Automatic session expiry keeps the account secure when idle.
Frequently asked questions
How do I sign in?
Use the email and password provided by your administrator. If you have not received credentials, ask your contact to enable your portal account.
Is there a fee?
No. The customer portal is included with your Apexfinancer account at no extra cost.
I forgot my password.
Use the "Forgot password?" link on the sign-in page to reset it via the email we have on file.