Invoice Management

Review and manage invoices directly from the Client Portal.

What you can see #

• Invoices for your company across projects
• Totals at a glance: Total Amount Due, Total Paid, Total Amount
• Status filters: All, Open, Closed, Canceled

Find the right invoice #

• Filter by status and search by number or client
• Sort by issue date, amount, or status
• Use pagination to browse

Pay an invoice #

• Click an invoice, then Pay to open the secure payment page (Stripe or PassimPay when enabled by your provider)
• After payment, the invoice status updates automatically

Tips

• Use the Open status to quickly see unpaid invoices.
• Keep your billing email up to date with your provider to receive payment links.