> ## Documentation Index > Fetch the complete documentation index at: https://help.pragmachartered.com/llms.txt > Use this file to discover all available pages before exploring further. # Get started with your client portal > Accept your accountant's invitation, sign in, and find your way around the page that shows your invoices. ![Client portal home showing the invoice counts, the getting started checklist and the list of invoices](https://help.pragmachartered.com/images/portal/home.png) Your accountant uses Pragma Chartered to keep your books. The client portal is your own page in it. It shows only your company: the invoices you have sent, what has happened to each one, and any documents your accountant has asked you for. You cannot see your accountant's working drafts or any other client's records. You need two things from your accountant: an invitation link, and a Pragma account on the same mobile number the invitation was sent to. There is no self sign-up. If you have no account yet, ask your accountant to arrange one. ## Accept your invitation When your accountant gives you access, you usually get a WhatsApp message from your accountant's number saying your accountant has given your company access to its books on Pragma Chartered, with a link to set up your login. The link expires in **7 days**. Your accountant can also copy the link and send it to you another way. **1. Open the link and sign in** Open the link. It opens **Join a firm**. If you are not signed in yet, select **Sign in to continue**, sign in with your mobile number and password, then open the invitation link again. An invitation can be accepted only while signed in, and only by the mobile number it was sent to. **2. Set your own password if asked** If your account still has the password it was issued with, you see a message asking you to choose your own first. Select **Set your password**, choose a new one, and you come straight back to the invitation. **3. Accept** Check the number shown after **You are signed in as**, then select **Accept invitation**. Pragma opens your portal page. If accepting does not work, the message tells you why: | Message | What to do | | - | - | | This invitation was issued to a different person. Sign in as that user to accept it. | Sign out and sign in with the mobile number the invitation was sent to. | | That invitation has already been accepted. Sign in instead. | You already have access. Go to [sign in](https://app.pragmachartered.com/login). | | That invitation has expired. Ask the firm for a fresh link. | Ask your accountant to send a new invitation. | | This link is missing its invitation token. Ask the firm for a fresh invite link. | The link was cut short when it was copied. Ask your accountant for the link again. | ## Sign in next time Sign in at [app.pragmachartered.com/login](https://app.pragmachartered.com/login) with your mobile number and password. Your portal page, **Your invoices**, opens on its own. If you open a link to any other part of Pragma, you see **This page is for the practice**; select **Open your invoices** to go back. You can change your mobile number and password under **Settings** → **Profile** and **Security**. Your name and email are shown on **Profile**, but are not editable there. If you have forgotten your password, see [Can't sign in?](https://help.pragmachartered.com/troubleshooting/cant-sign-in.md). ## What is on your page At the top are your company name and three counts: * **With your accountant**: invoices that have arrived and are being read or checked. * **Filed**: invoices your accountant has approved for your books. * **Returned to you**: invoices your accountant could not accept. Below them are the tabs: * **Invoices** lists every invoice you have sent, newest first, with **Invoice date**, **Party** (your supplier, or your customer on a sales invoice), **Invoice no.**, **Tax**, **Total** and **Status**. While an invoice is still being read, **Party** shows **Still being read**. * **Requested by your accountant** lists documents your accountant has asked you for, with a count of items still waiting. When something is waiting, this tab opens first. See [Answer your accountant's requests](https://help.pragmachartered.com/portal/document-requests.md). * **Ask** appears only if your accountant has turned it on. See [Ask about your invoices](https://help.pragmachartered.com/portal/ask.md). ## What each invoice status means The same list is in the **Guide** panel under **What each status means**. | Status | Meaning | | - | - | | **Received** | The file arrived and is waiting to be read. | | **Being read** | The amounts and details are being read from it. | | **With your accountant** | Your accountant is checking it. | | **Filed** | Approved by your accountant for your books. | | **Returned** | Your accountant could not accept it. Ask them what is needed. | | **Needs attention** | It could not be read. Your accountant will follow up. | **Filed** means the invoice is approved for your books. It does not mean a GST return has been filed. ## Your getting started checklist Until you hide it, a **Getting started** bar under the counts shows how many steps you have done (for example **1 of 4**) and your next step, with a button for it. **All steps** opens the full list; **Guide** in the page header opens the same panel at any time. The steps tick themselves off as you go: | Step | What it asks | | - | - | | **Send your first bill** | Upload a PDF or photo of a purchase or sales invoice. **Send an invoice** opens the upload panel. See [Send an invoice](https://help.pragmachartered.com/portal/send-an-invoice.md). | | **Send bills on WhatsApp** | Shown only when your accountant has a WhatsApp number connected. Until your accountant registers your mobile, bills you send there are not filed under your company, so send them through the portal. Once your mobile is registered, WhatsApp your bills to that number and they appear in your list on their own. | | **Answer your accountant's requests** | Shown once your accountant has sent you a request. Send each document against its line. **Open requests** takes you to the tab. | | **See a bill filed** | Done when your accountant files your first bill. Each bill moves from **Received** to **Being read** to **With your accountant**, then to **Filed** or **Returned**. | Select **Hide** on the bar, or **Hide checklist** in the panel, to put it away. To bring it back, open **Guide** and select **Show on my home page again**. > [!NOTE] > > Questions about your books? Contact your accountant. Can't sign in at all? [Contact Pragma support](https://app.pragmachartered.com/contact-support). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.