One-time and recurring together
Invoice line items for one-off work and subscription items for recurring revenue live in the same customer lifecycle, not two disconnected systems.
Product · Billing & customer portal
Bill the work and give customers one branded place to pay.
Quotes, invoices, subscriptions, payments, and dunning live in the same system as your CRM — and your customers see all of it inside a portal on your own domain. One product covers how you bill and how customers self-serve, with no second vendor in the middle.
14 days free No credit card required Cancel anytime
Aportal.your-site.com Sam
Outstanding
$0.00
All paid Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
What it does
Billing and a portal that keep the customer context intact.
A portal on your domain
Customers review invoices, subscriptions, and receipts inside a branded experience on your host — not a generic, vendor-branded payment page.
Payments and auto-pay
Saved payment methods, invoice payment flows, and subscription auto-pay all happen in the same customer-facing portal.
Invite-only access control
Portal users are invited and managed intentionally, with password reset, invitation expiry, and account lockout built into the model.
Billing engine
Recurring billing with real subscription state.
Subscriptions are first-class records with their own term, cadence, payment method, and status lifecycle. Pricing is copied when the subscription starts, so active customers keep the agreement they actually bought.
- Recurring items track frequency, term length, discounts, and tax rates
- Status flow covers trialing, active, paused, past_due, cancelled, and expired
- Invoices generate at the start of each billing period instead of manual reminders
- Multi-currency, tax rates, discounts, partial payments, refunds, and dunning are part of the model
INV-2104
$8,579.40
Retainer · April$6,000.00
Brand sprint scope$1,480.00
Tax (8.25%)$617.10
Discount−$517.70
Total paid$8,579.40
Customer portal
A portal that looks like your business, not ours.
The portal is a dedicated customer-facing frontend with tenant-aware branding and host resolution. Customers see, pay, and manage their billing inside an experience that matches your identity.
- White-labellable portal with your branding, logo, accent color, and labels
- Supports dedicated portal hosts alongside the default hosted domain
- Customers review invoices, subscriptions, receipts, and payment methods in one place
- Responsive layout designed for the customers who pay from their phones
Aportal.your-site.com Sam
Outstanding
$0.00
All paid Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
Deal to billing
When a deal closes, billing can start immediately.
Cornerspot does not ask your team to recreate sold work after the fact. One-time line items become the first invoice, recurring items become subscriptions, and the customer keeps the full history in one workflow.
- Won deals can produce one consolidated first invoice for one-time work
- Recurring deal items group into the subscriptions that should keep billing
- Account, contact, and billing records stay linked from sale through payment
- The same customer record powers invoicing, subscriptions, and portal visibility
Pipeline · Q4
Search deals
New 1
Alala & Co. retainer
Qualified 2
Riverbend rebrand
Goldenrod website
Contract 1
Northwind quarterly
Won 1
Brightleaf annual
Access & self-service
Give customers self-service without giving up control.
Portal access is managed intentionally. Teams invite users and control the account lifecycle, while customers handle the billing jobs that otherwise turn into back-and-forth email.
- Portal users are created through invite workflows, not open registration
- Password reset and invitation flows use expiring tokens, with lockout on repeated failures
- Customers pay invoices with saved or newly added methods and manage auto-pay per subscription
- Billing history stays available to the customer as the relationship continues over time
Aportal.your-site.com Sam
Outstanding
$0.00
All paid Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
The integration story
Billing and the portal start from the customer record.
The billing engine and the customer portal are part of the same operating system as your CRM, forms, signing, chat, and website. Less reconciliation, fewer dropped handoffs after the sale, and one branded experience for the customer.
Billing ↔ CRM
Closed deals turn into subscriptions and first invoices without rekeying the customer or recreating the sold line items.
Portal ↔ Signing
Keep the signed agreement and the billing records attached to the same customer, and let portal users step into signing without a second account.
Billing ↔ Forms
A request form becomes a lead, the lead becomes a deal, and the deal becomes the recurring billing relationship when it closes.
Portal ↔ Live chat
Known portal users carry their identity into conversations, so support starts from the right customer and invoice context.
Portal ↔ Knowledge base
Help articles can live right inside the portal, so customers can answer billing questions without opening a ticket.
Portal ↔ Website
Your public site and your customer portal present one coherent brand across the same web presence.
Common questions
Billing & portal questions, answered.
Still curious? Email hello@cornerspot.net to chat with a human.
Are billing and the customer portal one product?
Yes. Billing is the engine that creates invoices and subscriptions; the customer portal is where your customers see and pay them. They share the same records, so they are sold and used as one product.
Can I bill one-time work and recurring work together?
Yes. Invoice line items handle one-time charges and subscription items handle recurring charges, so both models live in the same account lifecycle.
Do subscriptions generate invoices automatically?
Yes. Active subscriptions generate invoices at the start of each billing period, and those invoices then move through the normal payment and status workflow.
Can I use my own domain for the portal?
Custom portal hosts are supported, and every account also has the Cornerspot-hosted option available while you set up your preferred domain.
How do customers get access?
Portal access is invite-managed. Your team invites the customer; there is no public self-signup flow.
Can I accept more than card payments?
Yes. Billing supports Stripe card payments, ACH-style payment recording, and manual ledger entries when a payment happens outside the processor.
Bill the work. Let customers pay it on your domain.
14 days free •No credit card required •Cancel anytime