The Invoices screen in the Portal allows your Clients to view a list of all current invoices that were raised within the last 12 months on their account.
What is on the Invoices screen?
Navigation: Click the link "Client Portal" from any Client's account > Invoices
Invoices screen explained: Here you will see: Invoice Date The date which the invoice was sent (or, if you have resent the invoice, the date on which it was last sent). Invoice Number Contains the invoice number. Total The total amount the invoice was for, including any tax. Paid Details how much was paid off that invoice. Unpaid Shows how much is still owed against the invoice. PDF Click on the icon to the right of an invoice to download the invoice in PDF format. See How Can a Client Download a PDF of an Invoice? for more information. |
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