Active Automate
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Issue 02 - Q2 2026 - Client PortalLive - Payment ops visibility
01 /PurposeOne source of truth for clients

Your operating portal for delivery + payments.

This portal gives every client one editorial workspace for account status, billing plan, captured payments, and what is still pending. No PDF chasing, no spreadsheet handoff, no blind spots.

02 /How It WorksPortal flow for every account
01
Authenticate
Client logs in via SSO on login.activeagency.pro
->
02
Resolve Workspace
Portal reads active workspace + subscription status
->
03
Fetch Payments
Stripe invoices are loaded for captured/pending state
->
04
Track Progress
Invoice pipeline shows draft -> sent -> paid
->
05
Take Action
Client can open billing manager from dashboard
->
03 /Payments CapturedStripe and invoice progress in one view

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- Next action

Need to update card, plan, or billing details?

Use Billing Manager for payment methods, invoices, and subscription changes. Portal keeps your payment capture and progress transparent.