> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Portal Links

> Generate no-password portal URLs for customers to view their jobs, invoices, and deposits.

Every customer can view their account through the **Client Portal** — a mobile-friendly web page that shows their jobs, invoices, receipts, and deposits. They never create a password. You give them a link.

## What the portal is

The portal is a customer-facing view of the data already in JingjaiOps. From a single URL, a client can:

* See their active and past jobs with live stage updates
* View and download every invoice and receipt
* Pay outstanding invoices via PromptPay QR
* Accept and digitally sign a quote
* See deposits held and returned
* Download all their PDFs in one place

There is **no password and no app to install**. The link itself is the credential.

## Generating a link

You can generate a portal link from three places:

<Columns cols={2}>
  <Card title="From a customer">
    Customer detail panel → **Generate Portal Link**. Gives the client access to everything tied to that customer.
  </Card>

  <Card title="From a quote">
    Quote detail → **Send to Client**. The email contains a link scoped to that one quote (so the client can sign without seeing other records).
  </Card>

  <Card title="From an invoice">
    Invoice detail → **Send to Client**. Email contains a link to pay that invoice.
  </Card>
</Columns>

When you click any of these, JingjaiOps:

1. Creates a new portal token (or reuses a valid one).
2. Builds a URL like `https://portal.jingjaiops.com/c/abc123...`.
3. Copies the URL to your clipboard, ready to paste anywhere.

## Sending the link

The most common channels:

* **Email** — Use the built-in **Send to Client** action, or paste the link into your own email.
* **LINE** — Paste into a LINE chat. Thai customers usually prefer this.
* **SMS** — Works fine, links are short enough.

The link's email body uses the customer's preferred language (EN or TH).

## Link expiry

| Link type           | Expires after                                    |
| ------------------- | ------------------------------------------------ |
| Customer-wide link  | 30 days                                          |
| Single-quote link   | When the quote is accepted, declined, or expires |
| Single-invoice link | When the invoice is fully paid, or 30 days       |

After expiry, the customer sees a friendly message telling them to ask you for a new link. Just generate one again — the URL changes but their portal data is the same.

## Quote acceptance flow

When a client opens a quote portal link, they see the quote PDF and an **Accept & Sign** button. The full flow:

<Steps>
  <Step title="Open the link">
    The client lands on a page showing the quote totals, line items, and PDF preview.
  </Step>

  <Step title="Review and accept">
    They click **Accept & Sign**. A signature pad appears (mouse, finger, or stylus).
  </Step>

  <Step title="Sign">
    They draw their signature. Their name and timestamp are captured automatically.
  </Step>

  <Step title="Pay deposit (if required)">
    If the quote includes a security deposit, they see a PromptPay QR for the deposit amount.
  </Step>

  <Step title="Confirmation">
    They see a confirmation screen with the signed PDF available to download.
  </Step>
</Steps>

In JingjaiOps, the quote moves to **Accepted** status, the signed PDF is attached, and you can convert it to a job with one click.

<Tip>
  Read [What clients see](/portal/what-clients-see) for a tour of every portal screen.
</Tip>