Customer Portals

Xero Customer Portal
so nobody rings to ask what they owe.

Outstanding invoices with the amount and the due date, on a login you own rather than in an email somebody has to send. It reads live from Xero and from the other systems they ask about, so the whole account sits in one place.

Nobody outside your team is given access to Xero, and portal logins do not cost you a licence. Fixed-price scope, an Australian team, and support after it goes live.

On your domain, in your branding, and yours at the end of it.

Book a 20-min scoping call
  • No per-user fee Portal logins do not cost Xero seats
  • 18+ yrs Building business software
  • Fixed Price scopes, no surprises
  • You own it Code, docs and credentials
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.

What your customers see

What your customers see in a Xero portal

Every screen reads live from Xero, so the figures match because they come from Xero rather than from a copy somebody refreshes.

  • Outstanding invoices with the amount and the due date
  • Statements and full payment history
  • Credit notes and how they were applied
  • Pay now, with the payment landing back against the invoice
  • Downloadable copies of anything they are entitled to see

Who logs in

  • Customers
  • Suppliers
  • Franchisees

What people ask us for

Start with the job your Xero portal has to do

The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.

Xero customer portals

Xero customer portal and client portal

A customer portal for Xero is a login you own, on your domain, where your customers see their own account. A client portal for Xero is the same build under the name professional services tend to use. Either way it is not the Xero login: your customers never get access to Xero, and you do not buy them a seat.

The portal reads live from Xero through the API, so what a customer sees is what Xero says right now rather than a figure somebody exported on Friday. A Xero customer self-service portal removes the calls asking what is owed, when it is due and whether a payment landed.

Get a fixed-price scope

Xero customer portals

Xero customer portal development

We are a Xero customer portal development company, and this is custom work rather than a product with your logo on it. Xero portal development starts with what your customers should see and what they should be able to do, because that decides everything after it.

A custom Xero customer portal is worth building when an off-the-shelf tool cannot model how you actually bill: consolidated accounts, head office and site structures, part payments, retentions, or approval before an invoice is raised. Where a product would genuinely do the job we will say so rather than quote.

Get a fixed-price scope

Xero customer portals

Build a Xero customer portal, or a customer app

Some clients want a portal on the web, others want a Xero customer app their customers keep on a phone. The data layer is the same; the difference is how it is delivered and what it costs to maintain, and it is worth deciding deliberately rather than by default.

Either way it is a Xero customer portal solution scoped and fixed-price before anything is built, running in parallel with how you work now until you agree it is right.

Get a fixed-price scope

Xero customer portals

Xero customer portal integration

Xero portal integration is the part most projects underestimate. Connecting a customer portal to Xero means deciding which system is authoritative for each field, how a portal login maps to exactly one Xero contact, and what happens when a payment arrives while an invoice is mid-edit.

If you already have a portal or a website, we integrate the customer portal with Xero rather than starting again. If you have neither, we build both. Connecting a customer portal to Xero is the same problem in both cases, and it is the one we do most.

Get a fixed-price scope

Xero customer portals

Invoice, payment, statement and billing portals

Most Xero portals start as a Xero invoice portal: outstanding invoices, what each is for, and what is overdue. From there it usually grows into a Xero customer payment portal so they can pay without ringing, and a Xero customer statement portal so month-end stops being a mail merge.

A Xero customer billing portal and a Xero customer account portal are the same build seen from different angles. The work is making sure a payment taken in the portal lands against the right invoice in Xero, first time, without anybody reconciling it by hand.

Get a fixed-price scope

Xero customer portals

Orders, quotes, documents and dashboards

Where Xero holds them, a portal can also carry a Xero customer order portal, a Xero quote portal for approvals, and a Xero customer document portal for anything attached to the account. A Xero client dashboard on the front page answers the question before they go looking.

What Xero does not hold, we fetch from wherever it does live. That is usually the job system, the CRM or a database, and joining those is the same work as any other integration.

Get a fixed-price scope

One place, one view

Your customers should not need three logins

Xero holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads Xero hands your customer a fragment and sends them back to the phone for the rest.

We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.

  • Your job or field service system, for job status and completed work
  • Your CRM, so the contact and the account are one record
  • Payment gateways, so paying in the portal reconciles in Xero
  • Document storage, for anything attached to the account
  • Your website or app, so the login is part of your brand rather than beside it

How it works now

Every question lands on your desk

  • Customers ring or email to ask the same questions
  • Somebody exports from Xero and sends it out
  • Chasing takes a person the best part of a day a week
  • No record of who was told what, or when

After

Customers look it up, straight from Xero

  • Available any time, straight from Xero
  • Nothing rekeyed, because it is read rather than copied
  • Anything they submit posted back where you want it
  • An audit trail of who saw what and when

Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.

Get a fixed-price scope
Common questions

Questions owners ask about a Xero portal

Is this the Xero login?

No. The Xero login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your Xero data. Your customers never get access to Xero itself.

What can customers actually see?

Typically outstanding invoices with the amount and the due date, statements and full payment history, credit notes and how they were applied. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.

What is the hardest part of Xero portal work?

Xero rate-limits API calls per day and per minute. A portal that asks Xero for everything on every page load gets throttled at the worst possible time, usually the day you send statements. What is cached and how often it refreshes has to be a deliberate decision rather than an afterthought.

Do we need a licence for every portal user?

No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay Xero. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.

Will it slow Xero down or put our data at risk?

The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.

How long does it take?

A straightforward portal over Xero is usually weeks rather than months. We scope it and quote fixed-price before starting.

Tell us what your customers keep ringing about

Which Xero edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.