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Navigating the Customer Portal

Open Invoices

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Open Invoices

  1. The section is visible when Invoices – View All and/or Invoices – View Mine are turned on.
  2. Opens a Make a payment screen that lists all invoices and lets you enter your credit card info or select an existing payment profile if you have one. You can also adjust the payment amounts of each invoice. Visible when Invoices – Pay Online is turned on.
  3. View All shows both paid and unpaid invoices, similar to what this section shows, but with searching and payment filtering tools.
  4. Click an invoice number or customer name to open the Invoice Details screen.
  5. Pay Now also opens the Invoice Details screen. Visible when Invoices – Pay Online is turned on.

Invoice Details

  1. Both PDF buttons display a downloadable, printable PDF of the invoice.
  2. If you are using PayPal and Invoices – Pay Online is turned on, this button will allow them to pay your invoice via PayPal.
  3. Likewise, if you are using integrated payment gateway, and Invoices – Pay Online is turned on, this button will allow you to pay your invoice by entering the credit card info.
  4. Click the address to view it in Google Maps.

 

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