What should a white-label client billing portal include?

A white-label client billing portal should include your own branding and domain, recurring invoices with autopay, ACH bank-link and card payment, a clear record of past invoices and receipts, and KPI/reporting views — all under the agency's brand, never the vendor's.

A white-label client billing portal is the page your clients log into to see what they owe, pay it, and review their account — but with your agency's name on it, not the software vendor's. Done right, it replaces the awkward mix of emailed PDFs, payment links, and "did you get my invoice?" follow-ups with one branded place that makes you look like the system of record. HubWho is a standalone billing and client-operations platform for marketing and digital agencies, currently in early access, and it is built around exactly this portal. Below is the operator-level checklist of what to look for, and how HubWho is designed to deliver each piece.

Why the answer is what it is

True white-labeling: your brand, your domain

The portal should carry your agency's logo, colors, and live on your own domain — so clients never see the underlying vendor. HubWho gives every client a white-label portal on the agency's own domain, so the billing experience reads as a native part of your service, not a third-party tool bolted on.

Recurring invoices and autopay clients can manage

Clients should see current and past invoices, what's due, and be able to turn on automatic payment. HubWho is built to run recurring invoicing with auto-draft, so retainers and monthly plans bill on schedule and clients can self-serve instead of waiting on a manual send.

ACH bank-link and card payment in one place

Give clients a real choice of how to pay. HubWho takes payment by ACH bank-link via Plaid and by card, so larger recurring invoices can move over ACH (lower fees) while card stays available — all inside the same branded portal.

A clear paper trail: receipts, history, and statuses

The portal should answer 'what did I pay, and when?' without a support ticket. A good billing portal keeps invoice history, payment status, and receipts visible to the client, which cuts down on back-and-forth and makes renewals and disputes easy to resolve.

KPI and reporting visibility from the tools you already use

Beyond money in and out, clients value seeing results. HubWho can pull KPI and reporting signals from tools agencies already use — GoHighLevel, HubSpot, BirdEye, and Yext — alongside native subscription data, so the portal can pair billing with the performance picture rather than billing alone.

What to look for

  • Your agency's logo, colors, and domain — not the vendor's brand anywhere
  • Recurring invoices with auto-draft so retainers bill on schedule
  • ACH bank-link (via Plaid) and card payment, both in the portal
  • Visible invoice history, payment status, and receipts for each client
  • KPI/reporting views drawn from your native subscriptions and connected tools
  • A clean way to add and onboard clients (HubWho uses a source-agnostic CSV import)

Related questions

Does the portal handle overdue invoices and collections automatically?

Automated dunning and accounts-receivable follow-up is on the HubWho roadmap — the platform is built to handle overdue reminders, but it is not a shipped, running capability today. For now, treat collections as a planned feature rather than something the portal sends on its own.

Can I see how much margin I'm actually making on each client?

Yes. HubWho tracks true per-client margin — what you bill versus your own wholesale or product cost that you enter — and computes it on demand when you look, using your own cost figures rather than any third-party feed.

How do I get my existing clients into the portal?

HubWho includes a live, source-agnostic CSV importer. You export your clients and subscriptions from your spreadsheet or current tool and bulk-import them, so you can stand up the portal without re-entering every account by hand.

How Roffik addresses this

Billing, ACH and card payments, recurring subscriptions, per-client margin tracking, and branded client portals for marketing agencies — built on Midnight + cyan. Learn more about HubWho.

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