Give a supplier a private link and they can see the purchase orders you raised to them, the bills you recorded against them and the payments you made — with no login and no account. They can also upload their invoice (a PDF or a photo) straight into your workspace for you to review.
Does an uploaded invoice become a bill automatically?
No — and that is the whole point. An upload is attention-only. It lands in a private review list; nothing is posted to your books automatically. You open the document, check it, and decide whether to record a bill from it. A supplier can never write an expense into your accounts through the portal.
How do I share a vendor portal?
- A vendor is a client record. Open the supplier, find the Vendor portal card, and tap Copy vendor link.
- Send the link on WhatsApp or email. It works for 90 days.
- If a link leaks or you no longer want a supplier to have access, tap Revoke links — every existing link for that vendor stops working instantly.
Where do the uploads show up?
In Vendor uploads. Each document has a View link (a short-lived secure URL — the files are stored privately, never on a public address), and you can mark it reviewed or dismiss it once you have dealt with it.
What can a vendor see, and what can they not?
A link resolves to one vendor in one workspace. That supplier sees only their own orders, bills and payments — never another vendor's, and never anything else in your books. An expired or revoked link simply shows “this link isn't available”. The link is the access, so share it only with the supplier it belongs to.
Who can issue and revoke links?
Issuing and revoking follow your team roles and need the Sales & purchase orders module on. The public portal itself needs no login — the private link is the key.