How to set up a white-label client portal
Give clients a branded portal at your own domain where they can view and pay invoices.
Overview
The Nobevra client portal lets your clients log in to a fully branded experience hosted on your custom domain. They can view their invoice history, download PDFs, and pay outstanding balances. Nobevra is completely invisible.
Enabling the client portal
Go to Settings > Client Portal:
- 1Toggle "Enable Client Portal" on.
- 2Upload your logo (PNG or SVG, recommended 400x150px).
- 3Set your primary brand color using the hex code picker.
- 4Write a custom welcome message that clients see when they first log in.
Adding a custom domain
By default, your portal is at portal.nobevra.noblesworld.com.ng/yourname. To use your own domain:
- 1In Settings > Client Portal > Custom Domain, enter your desired subdomain (e.g., billing.youragency.com).
- 2Log into your DNS provider (e.g., Cloudflare, GoDaddy, Namecheap).
- 3Create a CNAME record: Name = billing, Value = portal.nobevra.noblesworld.com.ng.
- 4Return to Nobevra and click "Verify Domain". DNS changes can take up to 48 hours.
Pro Tip
Cloudflare users: ensure the DNS record is set to "DNS only" (grey cloud) during verification, then you can enable proxying afterwards.
How clients access the portal
Every invoice email includes a "View Invoice" button that takes the client directly to their portal. On first access, they set a password. On subsequent visits, they log in with email and password to see their full invoice history.
Was this article helpful?
Your feedback helps us improve our support resources.