Files & invoices

The portal does real work, not just display. Clients upload assets straight into your workflow and settle invoices without leaving — and both write their status back to your base.

Files & uploads

The Files block runs both ways. You share deliverables down to the client, and the client drags assets up — logos, source files, references — which route to the project you choose. No more final_v3_REAL.zip lost in an email chain.

Client uploads

Drag-and-drop, routed to the right project and visible to your team instantly.

Shared deliverables

Files you publish to the client, versioned and downloadable from the portal.

Uploads land where you point them

When you enable the Files block, set the default destination project. Clients never pick where files go — they just drop, and routing happens behind the scenes.

Invoices & payments

Issue invoices from the console and clients pay online inside the portal. Paid status syncs straight back to your base, so your finance view in Airtable stays accurate without manual reconciliation.

The client's Invoices block — outstanding balance, paid-to-date, and a line per invoice with receipts.
1Outstanding and paid-to-date totals, scoped to this client.
2Status pills: Paid, Upcoming, Due.
3Clients download their own receipts — no support ticket.

1
Create an invoice
From the client account or a project, add line items and a due date. Connect your payment processor once under Settings.
2
The client pays in-portal
They see the amount due and pay by card without leaving your branded portal.
3
Status syncs to your base
Paid, Due, and Upcoming write back to the linked record so Airtable reflects reality.

Messages keep it together

The Messages block gives each portal a single thread, so a question about an invoice or a file sits next to the thing it's about. Conversation stops living in five inboxes and starts living with the work.

Reduce email to near zero

With Approvals, Files, Invoices, and Messages on, most client back-and-forth happens in the portal. Your inbox stops being the project management tool it was never meant to be.

Security & permissions

Keep client data isolated.

Billing & plans

Invoicing and payments by plan.